2 / 5 Stars
2 2 2 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 35 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 19.14 percent over the past year, 8.21 percent over the past three years, 14.57 percent over the past five years, and 10.14 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.6%|
|3 Years (Annualized)||8.2%|
|5 Years (Annualized)||14.6%|
|10 Years (Annualized)||10.1%|
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 allocates its investments among securities of issuers located in at least eight different countries (one of which may be the United States). It may invest up to 30% of its assets in emerging market securities (but no more than 10% in any one emerging market country).
Fees are Above Average compared to funds in the same category.
AllianzGI International Small-Cap Fund has an expense ratio of 2.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.