Advisory Research International All Cap Value Fund

Class Other (ADVEX)

U.S. News evaluated 22 Foreign Small/Mid Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Advisory Research funds

See full Foreign Small/Mid Value rankings

See more fund rankings

Performance

The fund has returned 18.50 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 18.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more ADVEX performance

Summary

The investment seeks long term capital appreciation. The fund invests at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of companies organized, headquartered or doing a substantial amount of business outside of the United States. It invests in companies of all market capitalizations. The fund may have a significant portion of its assets in one or more market sectors such as the finance sector. Its investments in equity securities may include common stocks, preferred stocks and convertible securities. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Advisory Research International All Cap Value Fund has an expense ratio of 1.35 percent.

See more ADVEX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more ADVEX risk