2 / 5 Stars
3 4 2 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#14 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 32.64 percent over the past year, 11.99 percent over the past three years, 21.20 percent over the past five years, and 12.18 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||29.9%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||12.2%|
The investment seeks maximum long-term capital appreciation. The fund seeks to achieve its objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in companies with smaller market capitalizations. It currently considers smaller market capitalization companies to be companies with market capitalizations of below $5 billion. The fund normally invests in companies organized or headquartered in at least eight different countries. It may invest up to 30% of its assets in companies organized or headquartered in emerging market countries (but no more than 10% in any one emerging market country).
Fees are Below Average compared to funds in the same category.
AllianzGI International Small-Cap Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.