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 Polaris Global Value Fund (PGVFX)

Performance (1-yr.): 27.86% Expenses: 0.99%
Performance (1-mo.): 1.10% Total Assets: $279.64M
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#2 Artisan Global Value Fund (ARTGX)

Performance (1-yr.): 23.13% Expenses: 1.38%
Performance (1-mo.): 0.87% Total Assets: $1.86B
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#3 Morgan Stanley Global Infrastructure Fund (UTLAX)

Performance (1-yr.): 28.78% Expenses: 1.13%
Performance (1-mo.): 3.94% Total Assets: $387.61M
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#4 Templeton Institutional Fund Global Equity Series (TGESX)

Performance (1-yr.): 25.15% Expenses: 0.94%
Performance (1-mo.): 0.42% Total Assets: $500.73M
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#5 Managed Account Global SmallCap Fund (MGCSX)

Performance (1-yr.): 34.55% Expenses: 0.00%
Performance (1-mo.): 4.15% Total Assets: $182.96M
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#6 USAA World Growth Fund (USAWX)

Performance (1-yr.): 22.31% Expenses: 1.25%
Performance (1-mo.): 0.96% Total Assets: $1.17B
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#7 Causeway Global Value Fund (CGVIX)

Performance (1-yr.): 26.48% Expenses: 1.05%
Performance (1-mo.): 1.13% Total Assets: $64.53M
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#8 Dodge & Cox Global Stock Fund (DODWX)

Performance (1-yr.): 29.76% Expenses: 0.65%
Performance (1-mo.): 1.71% Total Assets: $5.14B
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#8 GMO Global Developed Equity Allocation Fund (GWOAX)

Performance (1-yr.): 24.07% Expenses: 0.52%
Performance (1-mo.): 1.38% Total Assets: $1.76B
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#10 Harbor Global Growth Fund (HGGAX)

Performance (1-yr.): 26.26% Expenses: 0.90%
Performance (1-mo.): 2.47% Total Assets: $35.18M
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Top Performing World Stock Funds As of 07.03.2014

Baron Global Advantage Fund (BGAIX)

Total Return: 6.43%

Prudential Jennison Global Infrastructure Fund (PGJAX)

Total Return: 5.76%

Kopernik Global All-Cap Fund (KGGAX)

Total Return: 5.68%

Cambiar Aggressive Value Fund (CAMAX)

Total Return: 50.79%

Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGPX)

Total Return: 44.37%

New Alternatives Fund (NALFX)

Total Return: 44.28%

* Annualized