4 / 5 Stars
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#4 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.
The fund has returned 27.30 percent over the past year, and 11.17 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||20.5%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Advisory Research International Small Cap Value Fund has an expense ratio of 1.35 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.