1 / 5 Stars
1 2 2 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#19 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 21.06 percent over the past year, 5.60 percent over the past three years, and 18.08 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.7%|
|3 Years (Annualized)||5.6%|
|5 Years (Annualized)||18.1%|
|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. The fund expects that the majority of its investments will be in the developed markets of Canada, Western Europe, Asia and Australasia. It may invest more than 25% of 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 1.57 percent.
Risk is Average compared to funds in the same category according to Morningstar.