1 / 5 Stars
2 3 1 1 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#26 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 17.51 percent over the past year, 7.56 percent over the past three years, 18.83 percent over the past five years, and 8.82 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.2%|
|3 Years (Annualized)||7.6%|
|5 Years (Annualized)||18.8%|
|10 Years (Annualized)||8.8%|
The investment seeks long-term growth of capital. The fund invests at least 80% of its assets in equity securities of foreign small and mid-cap companies. Small- and mid-capitalization companies will be defined as any company with a market capitalization, at the time of purchase, within the market capitalization range of stocks included in the fund's benchmark index, the S&P Developed ex-U.S. Small Cap Growth Index. It may invest in companies based in emerging markets, typically in the Far East, Latin America and Eastern Europe, as well as in companies operating in developed countries, such as those of Canada, Japan and Western Europe.
Fees are Above Average compared to funds in the same category.
Federated International Small-Mid Company Fund has an expense ratio of 1.85 percent.
Risk is High compared to funds in the same category according to Morningstar.