5 / 5 Stars
4 4 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#1 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 34.13 percent over the past year, and 14.02 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||7.2%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of small capitalization companies or other investments with similar economic characteristics. It will invest substantially all its assets outside the United States.
Fees are Low compared to funds in the same category.
ClearBridge International Small Cap Fund has an expense ratio of 1.45 percent.
Risk is Low compared to funds in the same category according to Morningstar.