| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
5
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#11 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.
Performance
The fund has returned 19.31 percent over the past year, and 10.52 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 6.1% |
| 1 Year | 19.3% |
| 3 Years (Annualized) | 10.5% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are High compared to funds in the same category.
IVA International Fund has an expense ratio of 1.27 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
