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®

WCM Focused Global Growth Fund (WCMGX)

Performance (1-yr.): 17.10% Expenses: 1.26%
Performance (1-mo.): 2.00% Total Assets: $176,386
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Westwood Global Dividend Fund (WWGDX)

Performance (1-yr.): 16.98% Expenses: 1.00%
Performance (1-mo.): 1.81% Total Assets: $6.64M
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Westwood Global Equity Fund (WWGEX)

Performance (1-yr.): 18.19% Expenses: 1.02%
Performance (1-mo.): 2.29% Total Assets: $14.67M
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William Blair Global Small Cap Growth Fund (WGLIX)

Performance (1-yr.): 28.32% Expenses: 1.40%
Performance (1-mo.): 2.55% Total Assets: $33.36M
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Top Performing World Stock Funds As of 07.03.2014

Baron Global Advantage Fund (BGAIX)

Total Return: 6.43%

Prudential Jennison Global Infrastructure Fund (PGJAX)

Total Return: 5.76%

Kopernik Global All-Cap Fund (KGGAX)

Total Return: 5.68%

Cambiar Aggressive Value Fund (CAMAX)

Total Return: 50.79%

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

Total Return: 44.37%

New Alternatives Fund (NALFX)

Total Return: 44.28%

* Annualized