4 / 5 Stars
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 42.21 percent over the past year, 15.26 percent over the past three years, 36.15 percent over the past five years, and 15.47 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.0%|
|3 Years (Annualized)||15.3%|
|5 Years (Annualized)||36.1%|
|10 Years (Annualized)||15.5%|
The investment seeks capital appreciation. The fund invests mainly in common stock of companies that are domiciled, or have their primary operations, outside the United States and have market capitalizations of $5 billion or less. It will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of small-cap companies. The fund will invest at least 65% of its total assets in foreign securities.
Fees are Low compared to funds in the same category.
Oppenheimer International Small Company Fund has an expense ratio of 0.83 percent.
Risk is High compared to funds in the same category according to Morningstar.