4 / 5 Stars
5 5 3 5 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#3 in Foreign Small/Mid Blend
U.S. News evaluated 26 Foreign Small/Mid Blend 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 16.71 percent over the past year, 11.51 percent over the past three years, and 7.13 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||11.1%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||7.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests in small companies based outside the U.S., including companies in emerging and frontier as well as in developed markets. It invests at least 80% of assets in common stocks, preferred stock, rights and warrants issued by small companies that are based outside the United States, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the fund would normally invest. The fund normally holds 50-200 investments across at least 12 countries.
Fees are High compared to funds in the same category.
Harding Loevner International Small Company Fund has an expense ratio of 1.75 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.