4 / 5 Stars
5 5 3 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#2 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.
The fund has returned 32.35 percent over the past year, 13.10 percent over the past three years, and 19.32 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.1%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||19.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The advisor pursues long-term growth of capital in the fund by investing primarily in equity securities (i.e., common stocks, depositary receipts, preferred stocks, convertible securities, rights and warrants) of companies in countries represented in the S&P® Developed ex-U.S. SmallCap Index, but may also invest in companies from other countries, including emerging market countries. Under normal circumstances, at least 80% of the fund's assets will be invested in securities of small-capitalization companies.
Fees are High compared to funds in the same category.
Munder International Small-Cap Fund has an expense ratio of 1.66 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.