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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 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
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 15.9% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund pursues capital appreciation in the small-cap international arena. It invests in a select group of small-cap companies believed by the subadviser to be undervalued relative to their future market growth potential. The investment strategy emphasizes companies that the subadviser believes to have a sustainable competitive advantage, strong management and low financial risk and to be able to grow over market cycles. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of non-U.S. small capitalization companies.
Fees
Fees are High compared to funds in the same category.
Virtus International Small-Cap Fund has an expense ratio of 1.60 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
