3 / 5 Stars
4 2 3 1 3
Zacks Investment Research
1 (Strong Buy)
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 23.56 percent over the past year, 7.74 percent over the past three years, 25.18 percent over the past five years, and 9.59 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.9%|
|3 Years (Annualized)||7.7%|
|5 Years (Annualized)||25.2%|
|10 Years (Annualized)||9.6%|
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 no greater than the largest market capitalization of any company included in the S&P EPAC (Europe Pacific Asia Composite) Small Cap Index. 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 1.64 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.