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®

9.4 Calamos Global Equity Fund (CAGEX)

Performance (1-yr.): 1.15% Expenses: 1.40%
Performance (1-mo.): 5.03% Total Assets: $134.04M

8.8 Wintergreen Fund (WGRNX)

Performance (1-yr.): 4.88% Expenses: 1.89%
Performance (1-mo.): 2.27% Total Assets: $1.54B

8.6 Wasatch World Innovators Fund (WAGTX)

Performance (1-yr.): 8.65% Expenses: 1.97%
Performance (1-mo.): 6.44% Total Assets: $98.45M

8.4 DWS RREEF Global Infrastructure Fund (TOLLX)

Performance (1-yr.): 15.78% Expenses: 1.63%
Performance (1-mo.): 0.95% Total Assets: $349.37M

8.3 Nuveen Tradewinds Global All Cap Fund (NWGAX)

Performance (1-yr.): 2.79% Expenses: 1.24%
Performance (1-mo.): 7.36% Total Assets: $1.99B

8.2 Morgan Stanley Institutional Global Franchise Fund (MSFAX)

Performance (1-yr.): 12.33% Expenses: 1.00%
Performance (1-mo.): 1.35% Total Assets: $243.02M

8.2 Royce Global Value Fund (RIVFX)

Performance (1-yr.): 9.42% Expenses: 1.78%
Performance (1-mo.): 9.94% Total Assets: $311.14M

8.2 Artisan Global Value Fund (ARTGX)

Performance (1-yr.): 3.09% Expenses: 1.50%
Performance (1-mo.): 2.27% Total Assets: $91.0M

8.0 ING Global Value Choice Fund (NAWGX)

Performance (1-yr.): 3.17% Expenses: 1.51%
Performance (1-mo.): 7.38% Total Assets: $564.76M

7.9 Causeway Global Value Fund (CGVIX)

Performance (1-yr.): 0.17% Expenses: 1.11%
Performance (1-mo.): 7.40% Total Assets: $10.34M
Advertisement
Top Performing World Stock Funds as of 02.03.2012

Encompass Fund (ENCPX)

Total Return: 17.21%

Oracle Mutual Fund (ORGAX)

Total Return: 15.55%

John Hancock Global Opportunities Fund (JGPAX)

Total Return: 14.62%

Encompass Fund (ENCPX)

Total Return: 40.50%

Morgan Stanley Institutional Global Opportunity Portfolio (MGGIX)

Total Return: 34.12%

Wasatch World Innovators Fund (WAGTX)

Total Return: 33.68%

* annualized