Foreign Small/Mid Value
Foreign small-/mid-value portfolios invest in international stocks that are smaller and less expensive than other stocks. These portfolios primarily invest in stocks that fall in the bottom 30% of each economically integrated market (such as Europe or Asia ex-Japan). Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow). These portfolios typically will have less than 20% of assets invested in U.S. stocks. Morningstar®
| Performance (1-yr.): 20.08% |
Expenses: 1.10% |
| Performance (1-mo.): 2.66% |
Total Assets: $14.64M |
| Performance (1-yr.): 18.60% |
Expenses: 1.75% |
| Performance (1-mo.): 0.00% |
Total Assets: $27.46M |
| Performance (1-yr.): 12.44% |
Expenses: 1.35% |
| Performance (1-mo.): 2.79% |
Total Assets: $27.72M |
| Performance (1-yr.): — |
Expenses: 1.22% |
| Performance (1-mo.): 2.62% |
Total Assets: $159.44M |
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- Top Performing Foreign Small/Mid Value Funds as of 05.03.2013
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