IVA International Fund

Scorecard
1 / 5 Stars
Lipper
4 1 5 3 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

#16 in Foreign Small/Mid Blend

U.S. News evaluated 30 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.

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Performance

The fund has returned 14.38 percent over the past year, 7.13 percent over the past three years, and 11.38 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.5%
1 Year 14.4%
3 Years (Annualized) 7.1%
5 Years (Annualized) 11.4%
10 Years (Annualized) N/A

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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 Above Average compared to funds in the same category.
IVA International Fund has an expense ratio of 1.26 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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See Also:

Top IVA Funds Funds