4 / 5 Stars
3 1 3 3 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 28 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 1.75 percent over the past year, 5.39 percent over the past three years, 20.48 percent over the past five years, and 11.37 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||5.4%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||11.4%|
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small-capitalization issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities and depositary receipts of foreign issuers. The fund's managers consider an issuer to be a small-capitalization issuer if it has a market capitalization, at the time of purchase, no larger than the largest capitalized issuer included in the Russell 2000® Index.
Fees are High compared to funds in the same category.
Invesco International Small Company Fund has an expense ratio of 2.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.