| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
---
|
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 31.64 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 5.6% |
| 1 Year | 31.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation with modest current income. Under normal circumstances, the fund primarily invests in non-U.S. and U.S. equity securities (including common stock, preferred stock, depositary receipts ("DRs") and options) of companies with market capitalizations up to $5 billion at the time of purchase. It primarily invests in equity securities, both outside and within the U.S. The fund may invest up to 50% of its net assets at market value at the time of purchase in emerging and less developed markets.
Fees
Fees are Above Average compared to funds in the same category.
Heartland International Value Fund has an expense ratio of 1.75 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
