4 / 5 Stars
5 5 5 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 144 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 9.11 percent over the past year, 9.22 percent over the past three years, 1.99 percent over the past five years, and 6.17 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||3.8%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||2.0%|
|10 Years (Annualized)||6.2%|
The investment seeks to maximize total return. The fund will invest at least 40% of its net assets, plus the amount of any borrowing for investment purposes, in investments (permitted by applicable law) of issuers organized, located, or doing a substantial amount of business outside the United States, including investments exposed to such issuers, and the fund will invest in or have investments exposed to a minimum of three countries, including the United States. It may achieve long and short exposure to global equity, bond, and currency markets through a wide range of derivative instruments and direct investments.
Fees are Low compared to funds in the same category.
Managers AMG FQ Global Essentials Fund has an expense ratio of 1.44 percent.
Risk is Low compared to funds in the same category according to Morningstar.