Mundoval Fund

Class No Load (MUNDX)
Scorecard
3 / 5 Stars
Lipper
4 4 2 2 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#97 in World Stock

U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.89 percent over the past year, 11.83 percent over the past three years, and 21.29 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date -2.3%
1 Year 25.9%
3 Years (Annualized) 11.8%
5 Years (Annualized) 21.3%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund normally invests primarily in common stocks of domestic and foreign large capitalization companies. Large capitalization companies are those with a market capitalization of $10 billion or more. Its foreign investments consist primarily of American Depositary Receipts ("ADRs"). ADRs are certificates issued by a U.S. bank that represent a certain amount of shares of a foreign company on a foreign or U.S. based stock exchange. The fund's investment strategy focuses on value style investing. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Mundoval Fund has an expense ratio of 1.50 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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