3 / 5 Stars
4 3 3 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#11 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 14.45 percent over the past year, 10.54 percent over the past three years, 25.40 percent over the past five years, and 8.49 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||10.5%|
|5 Years (Annualized)||25.4%|
|10 Years (Annualized)||8.5%|
The investment seeks long-term growth of capital. 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. Under normal circumstances, 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. It currently considers "small-cap companies" to be those companies included in, or similar in size to those included in the MSCI EAFE Small-Cap Index, at the time of purchase.
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.