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 Artisan Global Value Fund (ARTGX)

Performance (1-yr.): 24.57% Expenses: 1.38%
Performance (1-mo.): 4.46% Total Assets: $1.55B
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#2 Polaris Global Value Fund (PGVFX)

Performance (1-yr.): 33.02% Expenses: 0.99%
Performance (1-mo.): 6.52% Total Assets: $246.76M
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#3 Harbor Global Growth Fund (HGGAX)

Performance (1-yr.): 36.59% Expenses: 0.90%
Performance (1-mo.): 5.53% Total Assets: $35.12M
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#4 Morgan Stanley Institutional Global Advantage Portfolio (MIGPX)

Performance (1-yr.): 26.43% Expenses: 1.65%
Performance (1-mo.): 4.75% Total Assets: $4.56M
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#5 AllianzGI Global Small-Cap Fund (RGSAX)

Performance (1-yr.): 32.98% Expenses: 1.61%
Performance (1-mo.): 5.09% Total Assets: $178.58M
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#6 Marsico Global Fund (MGLBX)

Performance (1-yr.): 36.29% Expenses: 1.60%
Performance (1-mo.): 5.51% Total Assets: $78.45M
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#6 USAA World Growth Fund (USAWX)

Performance (1-yr.): 20.94% Expenses: 1.25%
Performance (1-mo.): 6.02% Total Assets: $1.1B
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#8 BlackRock Global Dividend Portfolio (BABDX)

Performance (1-yr.): 13.98% Expenses: 1.07%
Performance (1-mo.): 5.06% Total Assets: $2.07B
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#9 Oakmark Global Select Fund (OAKWX)

Performance (1-yr.): 24.68% Expenses: 1.15%
Performance (1-mo.): 4.22% Total Assets: $1.67B
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#10 Oppenheimer Global Opportunities Fund (OPGIX)

Performance (1-yr.): 45.32% Expenses: 1.18%
Performance (1-mo.): 5.38% Total Assets: $3.81B
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Top Performing World Stock Funds As of 03.05.2014

Prudential Jennison Global Opportunities Fund (PRJAX)

Total Return: 8.81%

New Alternatives Fund (NALFX)

Total Return: 8.17%

Sands Capital Global Growth Fund (SCMGX)

Total Return: 8.09%

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

Total Return: 48.20%

ClearBridge Select Fund (LCLAX)

Total Return: 47.40%

Oppenheimer Global Opportunities Fund (OPGIX)

Total Return: 45.32%

Morgan Stanley Institutional Global Discovery Portfolio (MGDPX)

Total Return: 17.80%

Artisan Global Equity Fund (ARTHX)

Total Return: 16.98%

Wasatch World Innovators Fund (WAGTX)

Total Return: 16.74%

* Annualized