3 / 5 Stars
4 4 1 2 5
Zacks Investment Research
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 5.44 percent over the past year, and -4.81 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.1%|
|3 Years (Annualized)||-4.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities of Latin American issuers and other investments that are tied economically to Latin America. All of the countries in the Latin American region are currently considered emerging market economies. It may invest up to 35% of the fund's assets in any industry that accounts for more than 20% of the Latin American market. The fund may invest the fund's assets in companies of any size.
Fees are High compared to funds in the same category.
MFS® Latin American Equity Fund has an expense ratio of 2.40 percent.
Risk is Average compared to funds in the same category according to Morningstar.