| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
5
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
#53 in Foreign Large Value
U.S. News evaluated 102 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 17.45 percent over the past year, 6.04 percent over the past three years, -1.19 percent over the past five years, and 10.30 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.1% |
| 1 Year | 17.5% |
| 3 Years (Annualized) | 6.0% |
| 5 Years (Annualized) | -1.2% |
| 10 Years (Annualized) | 10.3% |
Summary
The investment seeks to provide long-term capital appreciation. The fund invests mainly in common stocks of companies located outside the United States that are considered by an advisor to be undervalued. Such stocks, called value stocks, often are out of favor in periods when investors are drawn to companies with strong prospects for growth. It invests in large-, mid-, and small-capitalization companies and is expected to diversify its assets across developed and emerging markets in Europe, the Far East, and Latin America. The fund uses multiple investment advisors.
Fees
Fees are Average compared to funds in the same category.
Vanguard International Value Fund has an expense ratio of 0.40 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
Fund Opinions
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 4 on a scale of 1 to 5, with 1 being the best and 5 the worst.
Value Line 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 5 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.
Value Line 2013-03-12
