3 / 5 Stars
4 1 3 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#10 in Foreign Small/Mid Growth
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 19.63 percent over the past year, 8.90 percent over the past three years, 18.52 percent over the past five years, and 8.44 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||8.4%|
The investment seeks to achieve long-term growth of capital primarily through investments in international small-cap companies. The fund invests primarily in the common stock of approximately 35 to 60 foreign small-cap companies that are trading at a discount to the portfolio management team's estimated intrinsic value of such company with the potential to grow their earnings and cash flows. Normally, at least 80% of the value of the fund's net assets, plus any borrowings for investment purposes, is invested in international small-cap companies.
Fees are Below Average compared to funds in the same category.
Westcore International Small Cap Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.