3 / 5 Stars
3 3 2 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#40 in Foreign Large Value
U.S. News evaluated 93 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 9.10 percent over the past year, 4.70 percent over the past three years, 16.78 percent over the past five years, and 8.48 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.6%|
|3 Years (Annualized)||4.7%|
|5 Years (Annualized)||16.8%|
|10 Years (Annualized)||8.5%|
The investment seeks long-term capital growth. The fund principally invests in equity securities (consisting of common stocks, preferred stocks and convertible securities) of companies located in the world's developed countries outside of the United States. The advisor normally selects most of the stocks held by the fund from companies located in at least 10 countries outside of the U.S., and it invests less than 10% of its assets in U.S. companies. The fund is designed to benefit from future growth in developed countries, as well as emerging market countries.
Fees are Above Average compared to funds in the same category.
Thomas White International Fund has an expense ratio of 1.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.