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Lipper
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Zacks Investment Research
5
(Strong Sell)
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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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 14.75 percent over the past year, and 7.22 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.3% |
| 1 Year | 14.8% |
| 3 Years (Annualized) | 7.2% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long term capital appreciation. The fund will invest primarily in equity securities of companies located throughout the world, including the United States. Under normal market conditions, it will invest at least 40% of its assets in companies organized, headquartered or doing a substantial amount of business outside the United States. The fund will invest primarily in equity securities of companies located in developed countries and may invest up to 15% of its assets in emerging markets. It generally will invest in a portfolio of 50 to 100 securities of companies located in different countries and regions. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Advisory Research Global Value Fund has an expense ratio of 1.35 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
