Advisory Research International Small Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
2 2 3 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

#11 in Foreign Small/Mid Value

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.

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Performance

The fund has returned 20.53 percent over the past year, and 8.42 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 2.5%
1 Year 20.5%
3 Years (Annualized) 8.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of small capitalization companies and will invest at least 75% of its net assets in securities of companies located outside of the United States. It may have a significant portion of its assets in one or more market sectors such as the finance sector. The fund's 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 Small Cap Value Fund has an expense ratio of 1.28 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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