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®
#30 Tweedy, Browne Value Fund (TWEBX)
| Performance (1-yr.): 19.63% | Expenses: 1.41% |
| Performance (1-mo.): 1.57% | Total Assets: $600.49M |
#32 Calamos Global Equity Fund (CAGEX)
| Performance (1-yr.): 3.62% | Expenses: 1.41% |
| Performance (1-mo.): 0.22% | Total Assets: $414.92M |
#32 GMO Global Equity Allocation Fund (GMGEX)
| Performance (1-yr.): 16.44% | Expenses: 0.56% |
| Performance (1-mo.): 3.54% | Total Assets: $2.49B |
#32 William Blair Global Leaders Fund (WGFIX)
| Performance (1-yr.): 8.26% | Expenses: 1.25% |
| Performance (1-mo.): 2.62% | Total Assets: $55.54M |
#35 AQR Global Equity Fund (AQGYX)
| Performance (1-yr.): 22.83% | Expenses: 0.52% |
| Performance (1-mo.): 3.50% | Total Assets: $532.66M |
#36 AllianzGI Global Small-Cap Fund (RGSAX)
| Performance (1-yr.): 19.47% | Expenses: 1.61% |
| Performance (1-mo.): 1.32% | Total Assets: $97.17M |
#36 Wells Fargo Advantage Intrinsic World Equity Fund (EWEAX)
| Performance (1-yr.): 15.26% | Expenses: 1.41% |
| Performance (1-mo.): 2.64% | Total Assets: $178.25M |
#38 Fidelity Worldwide Fund (FWAFX)
| Performance (1-yr.): 16.25% | Expenses: 1.43% |
| Performance (1-mo.): 2.85% | Total Assets: $1.3B |
#39 Steward Global Equity Income Fund (SGISX)
| Performance (1-yr.): 11.80% | Expenses: 0.70% |
| Performance (1-mo.): 1.38% | Total Assets: $140.74M |
#40 Pax World Global Environmental Markets Fund (PGINX)
| Performance (1-yr.): 16.41% | Expenses: 1.15% |
| Performance (1-mo.): 2.06% | Total Assets: $71.69M |
