World Stock
World-stock portfolios have few geographical limitations. It is common for these portfolios to invest the majority of their assets in the U.S., Europe, and Japan, with the remainder divided among the globe's smaller markets. These portfolios typically have 20%-60% of assets in U.S. stocks. Morningstar®
#1 Templeton Institutional Fund Global Equity Series (TGESX)
| Performance (1-yr.): 38.74% | Expenses: 0.94% |
| Performance (1-mo.): 2.85% | Total Assets: $445.75M |
#2 Artisan Global Value Fund (ARTGX)
| Performance (1-yr.): 33.40% | Expenses: 1.52% |
| Performance (1-mo.): 1.87% | Total Assets: $531.83M |
#2 Morgan Stanley Institutional Global Franchise Fund (MSFAX)
| Performance (1-yr.): 24.15% | Expenses: 0.99% |
| Performance (1-mo.): 1.08% | Total Assets: $582.06M |
#4 Artisan Global Opportunities Fund (ARTRX)
| Performance (1-yr.): 27.10% | Expenses: 1.34% |
| Performance (1-mo.): 1.43% | Total Assets: $530.8M |
#5 Wasatch World Innovators Fund (WAGTX)
| Performance (1-yr.): 26.88% | Expenses: 1.87% |
| Performance (1-mo.): 4.77% | Total Assets: $203.94M |
#6 Alpine Global Infrastructure Fund (AIFRX)
| Performance (1-yr.): 32.61% | Expenses: 1.33% |
| Performance (1-mo.): 1.19% | Total Assets: $113.78M |
#7 USAA World Growth Fund (USAWX)
| Performance (1-yr.): 32.93% | Expenses: 1.30% |
| Performance (1-mo.): 1.34% | Total Assets: $886.61M |
#8 FPA Paramount Fund (FPRAX)
| Performance (1-yr.): 32.63% | Expenses: 0.94% |
| Performance (1-mo.): 2.42% | Total Assets: $293.5M |
#9 MainStay Epoch Global Equity Yield Fund (EPSPX)
| Performance (1-yr.): 23.21% | Expenses: 1.13% |
| Performance (1-mo.): 2.24% | Total Assets: $2.3B |
#10 GMO World Opportunities Equity Allocation Fund (GWOAX)
| Performance (1-yr.): 26.46% | Expenses: 0.52% |
| Performance (1-mo.): 0.67% | Total Assets: $1.62B |
