2 / 5 Stars
3 3 1 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#9 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 20.63 percent over the past year, 5.41 percent over the past three years, 21.99 percent over the past five years, and 9.25 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||5.4%|
|5 Years (Annualized)||22.0%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term capital appreciation. The fund invests mainly in common stocks (growth or value stocks or both) of small and midsize companies outside the United States that the advisor believes have favorable investment potential. It invests mainly in developed countries, but may invest in emerging markets. The fund may also use derivatives, such as futures, options, certain foreign currency transactions, warrants and swap contracts, for both hedging and non-hedging purposes.
Fees are Low compared to funds in the same category.
Putnam International Capital Opportunities Fund has an expense ratio of 1.43 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.