3 / 5 Stars
3 2 5 5 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 306 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 8.37 percent over the past year, 9.99 percent over the past three years, and 13.20 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.7%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||13.2%|
|10 Years (Annualized)||N/A|
The investment seeks to provide a level of current income that exceeds the average yield on global stocks generally. Under normal circumstances, the fund will invest at least 80% of its net assets in dividend-paying equity securities and at least 40% of its assets outside of the U.S. (unless market conditions are not deemed favorable by fund management, in which case the fund would invest at least 30% of its assets outside of the U.S.). It will primarily invest in common stock, preferred stock, securities convertible into common and preferred stock and non- convertible preferred stock. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
BlackRock Global Dividend Portfolio has an expense ratio of 1.81 percent.
Risk is Low compared to funds in the same category according to Morningstar.