2 / 5 Stars
2 1 3 2 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#24 in Foreign Small/Mid Growth
U.S. News evaluated 34 Foreign Small/Mid Growth 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 1.47 percent over the past year, 8.55 percent over the past three years, 20.07 percent over the past five years, and 5.89 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.9%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||20.1%|
|10 Years (Annualized)||5.9%|
The investment seeks long-term growth of capital. The fund normally invests in equity securities of small U.S. and foreign companies. Equity securities include, but are not limited to, common stock, preferred stock and depositary receipts. It will invest at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of small companies from a broad range of countries, including the U.S., and at least 40% of assets in companies located or conducting a majority of their business outside the U.S. It invests in securities from at least three different countries.
Fees are Below Average compared to funds in the same category.
Aberdeen Global Small Cap Fund has an expense ratio of 1.61 percent.
Risk is Low compared to funds in the same category according to Morningstar.