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®
Morgan Stanley Institutional Global Advantage Portfolio (MIGIX)
| Performance (1-yr.): 9.70% | Expenses: 1.30% |
| Performance (1-mo.): 2.20% | Total Assets: $3.13M |
Morgan Stanley Institutional Global Discovery Portfolio (MLDIX)
| Performance (1-yr.): 32.11% | Expenses: 1.35% |
| Performance (1-mo.): 8.58% | Total Assets: $8.13M |
Nationwide Global Equity Fund (GGEAX)
| Performance (1-yr.): 14.47% | Expenses: 1.30% |
| Performance (1-mo.): 2.90% | Total Assets: $86.98M |
Neuberger Berman Global Equity Fund (NGQAX)
| Performance (1-yr.): 10.27% | Expenses: 1.51% |
| Performance (1-mo.): 0.54% | Total Assets: $3.84M |
Neuberger Berman Global Thematic Opportunities Fund (NGHAX)
| Performance (1-yr.): 9.43% | Expenses: 1.63% |
| Performance (1-mo.): 0.41% | Total Assets: $55.16M |
Newmark Risk-Managed Opportunistic Fund (NEWRX)
| Performance (1-yr.): 24.07% | Expenses: 1.64% |
| Performance (1-mo.): 4.65% | Total Assets: $331,899 |
Northern Multi-Manager Global Listed Infrastructure Fund (NMFIX)
| Performance (1-yr.): — | Expenses: 1.00% |
| Performance (1-mo.): 4.97% | Total Assets: $362.9M |
Nuveen Global Growth Fund (NGGAX)
| Performance (1-yr.): 14.37% | Expenses: 1.43% |
| Performance (1-mo.): 2.91% | Total Assets: $2.9M |
Nuveen Santa Barbara Global Dividend Growth Fund (NUGAX)
| Performance (1-yr.): — | Expenses: 1.42% |
| Performance (1-mo.): 3.62% | Total Assets: $3.7M |
Nuveen Tradewinds Small-Cap Opportunities Fund (NTSAX)
| Performance (1-yr.): 0.64% | Expenses: 1.47% |
| Performance (1-mo.): 3.56% | Total Assets: $3.79M |
