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®
#41 Oppenheimer Global Value Fund (GLVAX)
| Performance (1-yr.): 21.51% | Expenses: 1.34% |
| Performance (1-mo.): 3.14% | Total Assets: $142.96M |
#42 American Funds Capital World Growth And Income Fund (CWGIX)
| Performance (1-yr.): 19.13% | Expenses: 0.79% |
| Performance (1-mo.): 3.70% | Total Assets: $74.7B |
#43 GAMCO Global Growth Fund (GGGAX)
| Performance (1-yr.): 15.68% | Expenses: 1.90% |
| Performance (1-mo.): 1.46% | Total Assets: $70.75M |
#44 Delaware Focus Global Growth Fund (DGGAX)
| Performance (1-yr.): 9.09% | Expenses: 1.55% |
| Performance (1-mo.): 1.90% | Total Assets: $55.74M |
#45 MainStay Epoch Global Choice Fund (EPAPX)
| Performance (1-yr.): 15.56% | Expenses: 1.48% |
| Performance (1-mo.): 3.02% | Total Assets: $156.99M |
#46 American Funds New Perspective Fund (ANWPX)
| Performance (1-yr.): 15.97% | Expenses: 0.80% |
| Performance (1-mo.): 2.68% | Total Assets: $47.1B |
#46 DWS Global Small Cap Growth Fund (KGDAX)
| Performance (1-yr.): 16.18% | Expenses: 1.52% |
| Performance (1-mo.): 0.98% | Total Assets: $433.51M |
#46 Janus Global Research Fund (JDWAX)
| Performance (1-yr.): 8.75% | Expenses: 1.03% |
| Performance (1-mo.): 1.15% | Total Assets: $2.43B |
#49 Virtus Global Dividend Fund (PGUAX)
| Performance (1-yr.): 17.80% | Expenses: 1.31% |
| Performance (1-mo.): 5.09% | Total Assets: $138.74M |
#50 Aberdeen Global Equity Fund (GLLAX)
| Performance (1-yr.): 14.67% | Expenses: 1.49% |
| Performance (1-mo.): 3.05% | Total Assets: $151.72M |
