4 / 5 Stars
5 4 3 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#9 in Foreign Large Value
U.S. News evaluated 97 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 27.87 percent over the past year, 7.03 percent over the past three years, 13.92 percent over the past five years, and 8.47 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.5%|
|3 Years (Annualized)||7.0%|
|5 Years (Annualized)||13.9%|
|10 Years (Annualized)||8.5%|
The investment seeks long-term capital appreciation consistent with preservation of capital. The fund normally invests at least 65% of total assets in stocks of companies located in at least three different countries, which may include developed and emerging market countries. It invests in a broad spectrum of market capitalizations, including small cap companies having market values of less than $2 billion, mid cap companies having market values between $2 billion and $10 billion and large cap companies having market values of $10 billion or more.
Fees are Above Average compared to funds in the same category.
Tocqueville International Value Fund has an expense ratio of 1.30 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.