3 / 5 Stars
4 3 2 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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.
The fund has returned 10.66 percent over the past year, 6.75 percent over the past three years, 4.11 percent over the past five years, and 13.18 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.1%|
|3 Years (Annualized)||6.8%|
|5 Years (Annualized)||4.1%|
|10 Years (Annualized)||13.2%|
The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of "small cap companies." A small cap company is one whose market capitalization is less than $5 billion at the time of investment. The fund may invest in non-U.S. markets throughout the world, including emerging markets. It will invest in the securities of at least five countries outside the U.S.
Fees are High compared to funds in the same category.
Oakmark International Small Cap Fund has an expense ratio of 1.69 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.