| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
2
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#8 in Foreign Large Value
U.S. News evaluated 101 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 26.97 percent over the past year, 11.18 percent over the past three years, and 1.44 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 4.5% |
| 1 Year | 27.0% |
| 3 Years (Annualized) | 11.2% |
| 5 Years (Annualized) | 1.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 65% of its total assets in a diversified portfolio of equity securities of companies located outside of the United States that the fund's sub-adviser considers to offer attractive valuations. It invests in a variety of countries throughout the world including emerging market countries and may, from time to time, invest more than 25% of its assets in any one country or group of countries. The fund may invest in companies of any size market capitalization.
Fees
Fees are High compared to funds in the same category.
Schroder International Multi-Cap Value Fund has an expense ratio of 1.32 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
