2 / 5 Stars
2 3 1 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#7 in Foreign Small/Mid Value
U.S. News evaluated 24 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 14.74 percent over the past year, 8.50 percent over the past three years, -0.16 percent over the past five years, and 11.34 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.7%|
|3 Years (Annualized)||8.5%|
|5 Years (Annualized)||-0.2%|
|10 Years (Annualized)||11.3%|
The investment seeks maximum long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of small market capitalization companies. The fund adviser considers small-capitalization companies to be those that have a market capitalization, at the time of purchase, of up to $5 billion. At least 65% of the fund's assets will normally be invested in companies located outside the United States, including companies located in countries with emerging securities markets. The fund may invest up to 35% of its assets in U.S. issuers.
Fees are High compared to funds in the same category.
ING International SmallCap Fund has an expense ratio of 1.74 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.