| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
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 15.66 percent over the past year, 10.47 percent over the past three years, and 4.64 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.8% |
| 1 Year | 15.7% |
| 3 Years (Annualized) | 10.5% |
| 5 Years (Annualized) | 4.6% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide a level of current income that exceeds the average yield on global stocks generally; it seeks to provide long-term capital appreciation. The fund invests at least 80% of net assets in dividend-paying equity securities and at least 40% of its assets outside of the U.S. It may invest in securities of non-U.S. issuers that can be U.S. dollar based or non-U.S. dollar based. The fund may invest in securities of companies of any market capitalization, but intends to invest primarily in securities of large capitalization companies. It may invest up to 20% of total assets in global fixed income securities. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
BlackRock Global Dividend Income Portfolio has an expense ratio of 1.86 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
