5 / 5 Stars
5 5 4 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 35 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 17.64 percent over the past year, 12.20 percent over the past three years, and 19.97 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-3.7%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital by investing in equity securities selected for their growth potential. The fund expects to invest primarily in domestic equity securities (primarily common stocks) selected for their growth potential. However, the fund may own a variety of securities, including foreign equity securities and partnership interests. The fund may invest in developing countries. The fund can invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies.
Fees are Below Average compared to funds in the same category.
Thornburg International Growth Fund has an expense ratio of 0.99 percent.
Risk is Low compared to funds in the same category according to Morningstar.