2 / 5 Stars
2 3 1 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#53 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 24.39 percent over the past year, 5.88 percent over the past three years, 9.98 percent over the past five years, and 5.65 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.2%|
|3 Years (Annualized)||5.9%|
|5 Years (Annualized)||10.0%|
|10 Years (Annualized)||5.7%|
The investment seeks total return consisting of price appreciation plus income. The fund invests at least 80% of its net assets plus borrowings for investment purposes in a diversified portfolio of common stock, preferred stock, American Depository Receipts ("ADRs") and securities convertible into common and preferred stock issued by well-established non-U.S. companies of any size located worldwide. It is then diversified across industries and sectors.
Fees are High compared to funds in the same category.
Wright International Blue Chip Equities Fund has an expense ratio of 1.85 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.