3 / 5 Stars
5 5 3 4 2
Zacks Investment Research
Standard & Poor's
5 / 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 28.01 percent over the past year, 11.13 percent over the past three years, and 26.24 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.1%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||26.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital and income. The fund invests primarily in common stocks of companies in developed countries located outside the U.S. and of companies in the U.S. Normally, it invests the majority of its total assets in companies that pay dividends or repurchase their shares. The fund may invest up to 20% of its total assets in companies located in emerging (less developed) markets. It will invest at least 40% of its total assets in companies located in a number of countries outside the U.S. The fund is not required to allocate its investments in any set percentages in any particular countries.
Fees are Above Average compared to funds in the same category.
Causeway Global Value Fund has an expense ratio of 1.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.