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®
#19 Motley Fool Independence Fund (FOOLX)
| Performance (1-yr.): 13.28% | Expenses: 1.47% |
| Performance (1-mo.): 2.86% | Total Assets: $269.86M |
#19 Nuveen Global Infrastructure Fund (FGIAX)
| Performance (1-yr.): 20.06% | Expenses: 1.24% |
| Performance (1-mo.): 3.91% | Total Assets: $551.59M |
#23 GMO World Opportunities Equity Allocation Fund (GWOAX)
| Performance (1-yr.): 18.68% | Expenses: 0.52% |
| Performance (1-mo.): 4.06% | Total Assets: $1.62B |
#23 Wintergreen Fund (WGRNX)
| Performance (1-yr.): 13.26% | Expenses: 1.89% |
| Performance (1-mo.): 1.09% | Total Assets: $1.82B |
#25 Perkins Global Value Fund (JPPAX)
| Performance (1-yr.): 18.52% | Expenses: 1.19% |
| Performance (1-mo.): 4.11% | Total Assets: $163.35M |
#26 Dreyfus Worldwide Growth Fund (PGROX)
| Performance (1-yr.): 12.72% | Expenses: 1.22% |
| Performance (1-mo.): 2.78% | Total Assets: $667.57M |
#27 Dreyfus Global Stock Fund (DGLAX)
| Performance (1-yr.): 15.30% | Expenses: 1.28% |
| Performance (1-mo.): 3.28% | Total Assets: $1.3B |
#28 Harding Loevner Global Equity Portfolio (HLMGX)
| Performance (1-yr.): 8.17% | Expenses: 1.25% |
| Performance (1-mo.): 1.44% | Total Assets: $554.88M |
#29 MFS Aggressive Growth Allocation Fund (MAAGX)
| Performance (1-yr.): 15.67% | Expenses: 1.24% |
| Performance (1-mo.): 1.91% | Total Assets: $1.28B |
#30 MainStay Epoch Global Equity Yield Fund (EPSPX)
| Performance (1-yr.): 18.75% | Expenses: 1.13% |
| Performance (1-mo.): 4.88% | Total Assets: $2.29B |
