| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
4
4
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
U.S. News evaluated 37 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.
See all DundeeWealth Funds funds
Performance
The fund has returned 20.46 percent over the past year, and 12.12 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 16.8% |
| 1 Year | 20.5% |
| 3 Years (Annualized) | 12.1% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in securities of companies headquartered outside the United States. It may invest in foreign companies of any size, including small and mid capitalization companies, and in emerging market countries, in order to achieve its objective.
Fees
Fees are Low compared to funds in the same category.
JOHCM International Select Fund has an expense ratio of 1.09 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
