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®
| Performance (1-yr.): 24.59% |
Expenses: 1.12% |
| Performance (1-mo.): 3.55% |
Total Assets: $1.4B |
| Performance (1-yr.): 20.15% |
Expenses: 1.30% |
| Performance (1-mo.): 1.44% |
Total Assets: $861.89M |
| Performance (1-yr.): 22.06% |
Expenses: 1.52% |
| Performance (1-mo.): 2.69% |
Total Assets: $535.68M |
| Performance (1-yr.): 14.90% |
Expenses: 0.99% |
| Performance (1-mo.): 3.45% |
Total Assets: $578.3M |
| Performance (1-yr.): 12.45% |
Expenses: 1.87% |
| Performance (1-mo.): 1.20% |
Total Assets: $197.85M |
| Performance (1-yr.): 19.90% |
Expenses: 1.34% |
| Performance (1-mo.): 1.50% |
Total Assets: $1.18B |
| Performance (1-yr.): 23.36% |
Expenses: 1.33% |
| Performance (1-mo.): 2.44% |
Total Assets: $108.51M |
| Performance (1-yr.): 23.48% |
Expenses: 1.50% |
| Performance (1-mo.): 4.72% |
Total Assets: $1.88B |
| Performance (1-yr.): 25.04% |
Expenses: 1.11% |
| Performance (1-mo.): 4.76% |
Total Assets: $383.36M |
| Performance (1-yr.): 22.64% |
Expenses: 0.81% |
| Performance (1-mo.): 2.84% |
Total Assets: $434.23M |
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- Top Performing World Stock Funds as of 05.03.2013
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