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2 / 5 Stars
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Lipper
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Zacks Investment Research
4
(Sell)
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Standard & Poor's
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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 15.30 percent over the past year, 6.06 percent over the past three years, 1.16 percent over the past five years, and 12.12 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.6% |
| 1 Year | 15.3% |
| 3 Years (Annualized) | 6.1% |
| 5 Years (Annualized) | 1.2% |
| 10 Years (Annualized) | 12.1% |
Summary
The investment seeks growth of capital over time. The fund invests all of its assets in Class 1 shares of the Global Small Capitalization FundSM, a series of the American Funds Insurance Series. Normally, the Master Fund invests at least 80% of its assets in growth-oriented common stocks and other equity type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, measured at the time of purchase. However, the Master Fund's holdings of small capitalization stocks may fall below the 80% threshold due to subsequent market action.
Fees
Fees are Average compared to funds in the same category.
American Funds Global Small Cap HLS Fund has an expense ratio of 0.56 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
