2 / 5 Stars
2 2 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#13 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 19.13 percent over the past year, and 5.24 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.1%|
|3 Years (Annualized)||5.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation with modest current income. Under normal circumstances, the fund primarily invests in a concentrated number of 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 may invest up to 50% of its net assets at market value at the time of purchase in emerging and less developed markets.
Fees are High compared to funds in the same category.
Heartland International Value Fund has an expense ratio of 1.49 percent.
Risk is Low compared to funds in the same category according to Morningstar.