2 / 5 Stars
1 1 4 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#171 in World Stock
U.S. News evaluated 304 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 -0.85 percent over the past year, 3.04 percent over the past three years, 14.46 percent over the past five years, and 5.95 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||3.0%|
|5 Years (Annualized)||14.5%|
|10 Years (Annualized)||6.0%|
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, consisting of 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 are Above Average compared to funds in the same category.
Beck Mack & Oliver Global Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.