2 / 5 Stars
2 1 1 4 2
Zacks Investment Research
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 22.65 percent over the past year, and 7.05 percent over the past three years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.1%|
|3 Years (Annualized)||7.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities (generally common and preferred stocks) of small market capitalization companies. It will invest at least 40% of its net assets, plus the amount of any borrowing for investment purposes, in investments of issuers located outside the United States, and investments that expose the fund to such issuers, and the fund will invest in issuers located in or have investments that expose the fund to issuers located in a minimum of three countries, including the United States.
Fees are Above Average compared to funds in the same category.
Trilogy International Small Cap Fund has an expense ratio of 1.12 percent.
Risk is High compared to funds in the same category according to Morningstar.