2 / 5 Stars
2 3 2 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
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 30.36 percent over the past year, 8.34 percent over the past three years, and 22.29 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.7%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||22.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests in a diversified portfolio consisting mostly of equity securities of companies located outside the U.S., which may include companies in emerging markets. It will invest at least 80% of its assets (net assets plus any borrowings for investment purposes) in the equity securities of "small capitalization" companies located outside of the U.S. It may invest more than 25% of its net assets in securities of companies located in each of the United Kingdom and Japan.
Fees are Below Average compared to funds in the same category.
MainStay Epoch International Small Cap Fund has an expense ratio of 1.32 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.