| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
U.S. News evaluated 38 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.
Performance
The fund has returned 33.53 percent over the past year, 19.68 percent over the past three years, and 5.84 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.8% |
| 1 Year | 33.5% |
| 3 Years (Annualized) | 19.7% |
| 5 Years (Annualized) | 5.8% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital by investing in equity securities selected for their growth potential. The fund invests primarily in equity securities from issuers around the world (primarily common stocks) selected for their growth potential and, under normal market conditions, invests at least 75% of its assets in foreign securities or depository receipts of foreign securities. It may own a variety of securities, including domestic equity securities and partnership interests. The fund may invest in developing countries and in smaller companies with market capitalizations of less than $500 million.
Fees
Fees are Above Average compared to funds in the same category.
Thornburg International Growth Fund has an expense ratio of 2.27 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
