3 / 5 Stars
3 2 3 1 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#9 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 29.68 percent over the past year, 8.44 percent over the past three years, 14.21 percent over the past five years, and 8.41 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.3%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||14.2%|
|10 Years (Annualized)||8.4%|
The investment seeks to achieve long-term capital appreciation. The fund pursues its goal by investing substantially all of its assets in the International Small Company Portfolio of DFA Investment Dimensions Group Inc. (the "DFA Portfolio"), a separate registered investment company with the same investment objective and investment policies as the fund. As a non-fundamental policy, under normal circumstances, the fund, through its investments in the DFA Portfolio and, indirectly, the underlying funds, will invest at least 80% of its net assets in securities of small companies.
Fees are Above Average compared to funds in the same category.
SA International Small Company Fund has an expense ratio of 1.10 percent.
Risk is Average compared to funds in the same category according to Morningstar.