| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
2
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
#99 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 4.27 percent over the past year, 2.33 percent over the past three years, and -1.25 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.7% |
| 1 Year | 4.3% |
| 3 Years (Annualized) | 2.3% |
| 5 Years (Annualized) | -1.2% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize total return, principally through capital appreciation. The fund invests primarily in a diversified portfolio of equity securities issued by U.S. and non-U.S. companies including those in developed and emerging markets. It will typically invest in equity and equity related instruments of companies of all sizes. The fund will invest at least 80% of its net assets (including equity related futures, options, swaps and other instruments as well as borrowings for investment purposes) in equity securities of global issuers. It may invest without limit in emerging market securities.
Fees
Fees are Above Average compared to funds in the same category.
Artio Select Opportunities Fund has an expense ratio of 1.39 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
