| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
2
3
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#98 in World Stock
U.S. News evaluated 290 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 31.70 percent over the past year, and 11.50 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.0% |
| 1 Year | 31.7% |
| 3 Years (Annualized) | 11.5% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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 (plus any borrowings for investment purposes) 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
Fees are High compared to funds in the same category.
Brandes Global Equity Fund has an expense ratio of 1.00 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
