2 / 5 Stars
4 4 1 2 3
Zacks Investment Research
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 13.41 percent over the past year, 4.33 percent over the past three years, and 16.77 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||4.3%|
|5 Years (Annualized)||16.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in shares of registered, open-end investment companies and exchange-traded funds that have either adopted policies to invest at least 80% of their assets in equity securities of foreign companies, or invest substantially all of their assets in such equity securities. It will diversify its investments by investing primarily in investment companies that focus on different segments of the foreign equity markets, including emerging markets, with little or no focus on domestic equity markets.
Fees are Low compared to funds in the same category.
RBB Free Market Intl Equity Fund has an expense ratio of 0.65 percent.
Risk is Average compared to funds in the same category according to Morningstar.