2 / 5 Stars
4 5 1 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#10 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 15.80 percent over the past year, 5.29 percent over the past three years, and 17.55 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.7%|
|3 Years (Annualized)||5.3%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund purchases a broad and diverse group of securities of non-U.S. operating companies in developed markets, with a greater emphasis on small capitalization and value companies as compared to their representation in the International Universe. It may gain exposure to companies associated with approved markets by purchasing equity securities in the form of depositary receipts, which may be listed or traded outside the issuer's domicile country.
Fees are Low compared to funds in the same category.
DFA International Vector Equity Portfolio has an expense ratio of 0.51 percent.
Risk is Average compared to funds in the same category according to Morningstar.