| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
5
3
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#91 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 13.81 percent over the past year, 8.32 percent over the past three years, 1.71 percent over the past five years, and 10.03 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.7% |
| 1 Year | 13.8% |
| 3 Years (Annualized) | 8.3% |
| 5 Years (Annualized) | 1.7% |
| 10 Years (Annualized) | 10.0% |
Summary
The investment seeks capital appreciation. The fund invests primarily in equity securities, including common stock, sponsored American Depositary Receipts ("ADRs") and securities convertible into common stock, of companies of any size based in the U.S. and worldwide. It invests at least 40% of the value of its net assets and borrowings for investment purposes in equity securities, including common stock, ADRs and securities convertible into common stock, of non-U.S. companies. Currently, the fund limits its investments in any one country to 25% of its total assets. This limitation does not apply to the securities of U.S. issuers.
Fees
Fees are Above Average compared to funds in the same category.
Beck Mack & Oliver Global Fund has an expense ratio of 1.25 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
