5 / 5 Stars
5 5 5 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#7 in World Stock
U.S. News evaluated 306 World Stock 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 20.77 percent over the past year, 14.88 percent over the past three years, and 21.10 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||21.1%|
|10 Years (Annualized)||N/A|
The investment seeks maximum long-term capital growth. The fund primarily invests in common stocks and other equity securities, both within and outside the U.S. It may also invest in emerging and less developed markets. The fund may invest to a limited extent in debt securities and convertible debt securities of U.S. or non-U.S. issuers that meet the fund's investment criteria. It may invest in debt securities of any maturity. The fund may also invest to a limited extent in equity-linked securities that provide economic exposure to a security of one or more non-U.S. companies without a direct investment in the underlying securities.
Fees are Above Average compared to funds in the same category.
Artisan Global Value Fund has an expense ratio of 1.37 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.