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 GMO Global Developed Equity Allocation Fund (GWOAX)

Performance (1-yr.): 21.68% Expenses: 0.52%
Performance (1-mo.): 4.87% Total Assets: $1.59B
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#41 Kinetics Paradigm Fund (KNPAX)

Performance (1-yr.): 35.85% Expenses: 1.89%
Performance (1-mo.): 5.97% Total Assets: $1.31B
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#43 American Funds New Perspective Fund (ANWPX)

Performance (1-yr.): 23.47% Expenses: 0.79%
Performance (1-mo.): 5.68% Total Assets: $53.8B
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#43 Dreyfus Worldwide Growth Fund (PGROX)

Performance (1-yr.): 13.00% Expenses: 1.18%
Performance (1-mo.): 5.80% Total Assets: $676.86M
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#43 Eaton Vance Tax-Managed Global Dividend Income Fund (EADIX)

Performance (1-yr.): 19.15% Expenses: 1.18%
Performance (1-mo.): 4.93% Total Assets: $998.3M
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#43 Oppenheimer Global Value Fund (GLVAX)

Performance (1-yr.): 31.05% Expenses: 1.31%
Performance (1-mo.): 4.95% Total Assets: $514.26M
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#47 AQR Global Equity Fund (AQGYX)

Performance (1-yr.): 24.41% Expenses: 0.51%
Performance (1-mo.): 5.33% Total Assets: $290.16M
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#47 Invesco Global Low Volatility Equity Yield Fund (GTNDX)

Performance (1-yr.): 23.55% Expenses: 1.63%
Performance (1-mo.): 5.39% Total Assets: $175.71M
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#49 DFA Global Equity Portfolio (DGEIX)

Performance (1-yr.): 23.52% Expenses: 0.31%
Performance (1-mo.): 4.97% Total Assets: $3.37B
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#50 Thornburg Global Opportunities Fund (THOAX)

Performance (1-yr.): 28.85% Expenses: 1.48%
Performance (1-mo.): 5.35% Total Assets: $572.18M
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Top Performing World Stock Funds As of 03.05.2014

Prudential Jennison Global Opportunities Fund (PRJAX)

Total Return: 8.81%

New Alternatives Fund (NALFX)

Total Return: 8.17%

Sands Capital Global Growth Fund (SCMGX)

Total Return: 8.09%

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

Total Return: 48.20%

ClearBridge Select Fund (LCLAX)

Total Return: 47.40%

Oppenheimer Global Opportunities Fund (OPGIX)

Total Return: 45.32%

Morgan Stanley Institutional Global Discovery Portfolio (MGDPX)

Total Return: 17.80%

Artisan Global Equity Fund (ARTHX)

Total Return: 16.98%

Wasatch World Innovators Fund (WAGTX)

Total Return: 16.74%

* Annualized