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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 23 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.
Performance
The fund has returned 32.98 percent over the past year, 9.05 percent over the past three years, 8.16 percent over the past five years, and 12.83 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 8.3% |
| 1 Year | 33.0% |
| 3 Years (Annualized) | 9.0% |
| 5 Years (Annualized) | 8.2% |
| 10 Years (Annualized) | 12.8% |
Summary
The investment seeks long term capital appreciation. The fund invests at least 80% of its net assets measured at the time of purchase in equity securities issued by small capitalization companies located in at least three countries outside of the United States. It considers a company to be a small capitalization company if it has a market capitalization (market value of publicly traded securities) of $5 billion or less at the time of purchase. Up to 30% of the fund's total assets, measured at the time of purchase, may be invested in securities of companies located in countries considered to have emerging securities markets.
