7.8 in World Stock
U.S. News evaluated 272 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 5 / 5 Stars |
| Lipper | 5 5 5 1 3 |
| Zacks Investment Research | 5 (Strong Sell) |
| Standard & Poor's | 5 / 5 Stars |
| TheStreet.com | A (Buy) |
Fund Overview
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. Its investment process focuses on identifying what the adviser considers to be high quality, undervalued businesses that offer the potential for superior risk/reward outcomes. The fund invests in U.S. and non-U.S. companies with market capitalizations of at least $2 billion at the time of initial purchase, although the fund may invest in a company with a lower market capitalization if it already holds a position in that company.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 9.2% |
| 1 Year | 8.0% |
| 3 Years (Annualized) | 25.1% |
| 5 Years (Annualized) | |
| 10 Years (Annualized) |
Performance
The fund has returned 8.04 percent over the past year, and 25.09 percent over the past three years.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.52 | 4.52 |
| Stocks | 56.0 | 56.0 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 1.11 | 1.11 |
| Foreign Stocks | 38.38 | 38.38 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| MasterCard Incorporated A | MA | 15.93 | 5.15 |
| Compass Group PLC | CPG | --- | 4.41 |
| Google, Inc. A | GOOG | 0.16 | 4.19 |
| Arch Capital Group Ltd | ACGL | 0.54 | 4.04 |
| Signet Jewelers Ltd. | SIG | 7.85 | 3.94 |
Fees
Artisan Global Value Fund has an expense ratio of 1.50 percent.
