2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 26.39 percent over the past year, 8.65 percent over the past three years, and 18.08 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.2%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||N/A|
The investment seeks long term capital appreciation. The fund invests principally in common and preferred stocks of U.S. and foreign companies. These companies generally have market capitalizations greater than $1 billion. It invests at least 80% of its net assets measured at the time of purchase in equity securities of issuers located in at least three countries, one of which may be the United States. Up to 30% of the fund's total assets, measured at the time of purchase, may be invested in securities of companies located in countries with emerging securities markets.
Fees are Above Average compared to funds in the same category.
Brandes Global Equity Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.