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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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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.
Performance
The fund has returned 25.56 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 6.1% |
| 1 Year | 25.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 ("small cap 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 exposed to such issuers, and the fund will invest in or have investments exposed to a minimum of three countries, including the United States.
Fees
Fees are High compared to funds in the same category.
Trilogy International Small Cap Fund has an expense ratio of 1.35 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
