2 / 5 Stars
2 2 3 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#127 in World Stock
U.S. News evaluated 297 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 21.70 percent over the past year, and 8.36 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||17.8%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets in common stocks of U.S. and non-U.S. companies. It will invest at least 60% of its net assets in common stocks issued by non-U.S. companies. Under normal circumstances, all of the fund's equity investments (which include common stocks, preferred stocks and securities convertible into common stock) and at least 80% of its net assets will be invested in companies meeting the fund's religious criteria. It invests in securities of established companies of various market capitalizations.
Fees are Above Average compared to funds in the same category.
Ave Maria World Equity Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.