4 / 5 Stars
3 4 1 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 11 Latin America Stock 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 -21.51 percent over the past year, -11.89 percent over the past three years, 12.58 percent over the past five years, and 12.39 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-7.0%|
|3 Years (Annualized)||-11.9%|
|5 Years (Annualized)||12.6%|
|10 Years (Annualized)||12.4%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its total assets in Latin American securities. It emphasizes equity securities of companies of any market capitalization located in Latin America. The fund will not seek to invest in a large number of countries in Latin America. It can invest in securities denominated in the currencies of Latin American countries or in other currencies. The fund is non-diversified.
Fees are High compared to funds in the same category.
BlackRock Latin America Fund has an expense ratio of 2.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.