4 / 5 Stars
5 5 4 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 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 25.97 percent over the past year, 15.45 percent over the past three years, and 25.99 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.2%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||26.0%|
|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 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 are Below Average compared to funds in the same category.
Thornburg International Growth Fund has an expense ratio of 0.99 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.