| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
1
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#50 in World Stock
U.S. News evaluated 287 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.67 percent over the past year, 10.69 percent over the past three years, 1.92 percent over the past five years, and 10.82 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.9% |
| 1 Year | 14.7% |
| 3 Years (Annualized) | 10.7% |
| 5 Years (Annualized) | 1.9% |
| 10 Years (Annualized) | 10.8% |
Summary
The investment seeks long term capital growth. The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by companies located throughout the world (including the U.S.). Equity securities include, but are not limited to, common stock, preferred stock and depositary receipts. Under normal conditions, it invests in securities from at least three different countries. The fund may also invest in companies of emerging market countries. In addition, it may invest in securities of any market capitalization.
Fees
Fees are Above Average compared to funds in the same category.
Aberdeen Global Equity Fund has an expense ratio of 1.49 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
