4 / 5 Stars
5 5 2 5 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#5 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 28.81 percent over the past year, 10.49 percent over the past three years, and 25.55 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.9%|
|3 Years (Annualized)||10.5%|
|5 Years (Annualized)||25.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in a broadly diversified portfolio of equity investments in small-cap non-U.S. issuers. It seeks to maximize its expected return, while maintaining risk, style, and capitalization characteristics similar to the MSCI® Europe, Australasia, Far East Small Cap Index. The fund may also invest in the securities of issuers in emerging countries, and fixed income securities that are considered to be cash equivalents.
Fees are Low compared to funds in the same category.
Goldman Sachs International Small Cap Insights Fund has an expense ratio of 1.30 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.