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®

Dimensional Retirement Equity Fund II (DREIX)

Performance (1-yr.): 23.40% Expenses: 0.40%
Performance (1-mo.): 4.85% Total Assets: $2.28M
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DSM Global Growth Fund (DSMGX)

Performance (1-yr.): 31.91% Expenses: 1.20%
Performance (1-mo.): 8.05% Total Assets: $5.04M
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DSM Global Growth & Income Fund (DSMYX)

Performance (1-yr.): Expenses: 1.10%
Performance (1-mo.): 5.67% Total Assets: $4.38M
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Eaton Vance Hexavest Global Equity Fund (EHGAX)

Performance (1-yr.): 16.18% Expenses: 1.47%
Performance (1-mo.): 3.87% Total Assets: $75.38M
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Epiphany FFV Global Ecologic Fund (EPEAX)

Performance (1-yr.): 24.44% Expenses: 1.51%
Performance (1-mo.): 6.97% Total Assets: $1.26M
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EQ/Low Volatility Global ETF Portfolio (None)

Performance (1-yr.): Expenses: 0.95%
Performance (1-mo.): 4.33% Total Assets: $5.22M
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Fidelity Advisor® Global Equity Income Fund (FBLYX)

Performance (1-yr.): 21.63% Expenses: 1.45%
Performance (1-mo.): 5.06% Total Assets: $9.2M
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Fidelity® Global Equity Income Fund (FGILX)

Performance (1-yr.): 22.09% Expenses: 1.20%
Performance (1-mo.): 5.10% Total Assets: $45.15M
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Fidelity® Series Intrinsic Opportunities Fund (FGLLX)

Performance (1-yr.): 30.73% Expenses: 0.62%
Performance (1-mo.): 4.16% Total Assets: $5.76B
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FPA Paramount Fund (FPRAX)

Performance (1-yr.): 19.23% Expenses: 1.26%
Performance (1-mo.): 5.48% Total Assets: $305.51M
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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