2 / 5 Stars
2 1 5 4 1
Zacks Investment Research
Standard & Poor's
3 / 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 12.65 percent over the past year, 6.63 percent over the past three years, and 13.45 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||6.6%|
|5 Years (Annualized)||13.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital by investing in a range of securities and asset classes from markets around the world. The fund under normal market conditions, will invest no less than 30%, although it intends to invest at least 65%, of its total assets in equity and debt securities issued by foreign companies and governments. It may invest in companies based in emerging markets, typically in the Far East, Latin America and Eastern Europe, as well as in companies operating in developed countries, such as those of Canada, Japan and Western Europe.
Fees are High compared to funds in the same category.
IVA International Fund has an expense ratio of 2.01 percent.
Risk is Low compared to funds in the same category according to Morningstar.