3 / 5 Stars
5 5 1 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#19 in Foreign Large Value
U.S. News evaluated 92 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.61 percent over the past year, 9.55 percent over the past three years, and 13.92 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||22.6%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||13.9%|
|10 Years (Annualized)||N/A|
The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell Fundamental Developed ex-U.S. Large Company Index. The fund primarily invests at least 90% of its net assets in stocks included in the index. The index measures the performance of the large company size segment by fundamental overall company scores, which are created using as the universe the companies in the Russell Developed ex-U.S. Index. It also may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that exists between any index fund and its corresponding index.
Fees are Low compared to funds in the same category.
Schwab Fundamental International Large Company Index Fund has an expense ratio of 0.31 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.