Trilogy International Small Cap Fund

Scorecard
2 / 5 Stars
Lipper
2 1 1 4 2
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
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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.

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Performance

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%
1 Year 22.6%
3 Years (Annualized) 7.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
Trilogy International Small Cap Fund has an expense ratio of 1.12 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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