4 / 5 Stars
5 5 3 4 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#6 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 17.69 percent over the past year, 14.47 percent over the past three years, 28.19 percent over the past five years, and 11.07 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||28.2%|
|10 Years (Annualized)||11.1%|
The investment seeks long-term growth of capital. The fund normally invests its assets in the equity securities of foreign companies with market capitalizations of less than US$5 billion at the time of purchase. It will invest in at least five of the countries included in the Morgan Stanley Capital International (MSCI) All Country (AC) World Ex-U.S.A. Small Cap Index. The fund may invest a significant amount of its total assets (5% to 70% under normal market conditions) at the time of purchase in securities issued by companies domiciled in emerging markets.
Fees are Below Average compared to funds in the same category.
Wasatch International Growth Fund has an expense ratio of 1.49 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.