3 / 5 Stars
3 2 3 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#11 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 17.48 percent over the past year, 7.16 percent over the past three years, 10.93 percent over the past five years, and 7.42 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.1%|
|3 Years (Annualized)||7.2%|
|5 Years (Annualized)||10.9%|
|10 Years (Annualized)||7.4%|
The investment seeks long-term capital appreciation. The fund primarily invests in equity securities, including common stocks and convertible securities, of well-financed companies (meaning companies with high quality assets and conservative levels of liabilities) located outside of the United States. While the fund may invest in companies located anywhere in the world, it currently expects that most of its assets will be invested in the more developed countries and, under normal circumstances, at least 80% of its assets will be invested in securities of issuers located outside of the United States at the time of investment. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Third Avenue International Value Fund has an expense ratio of 1.40 percent.
Risk is Low compared to funds in the same category according to Morningstar.