4 / 5 Stars
5 5 3 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 299 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 37.09 percent over the past year, 14.74 percent over the past three years, and 19.12 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||36.5%|
|3 Years (Annualized)||14.7%|
|5 Years (Annualized)||19.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest significantly (generally, at least 40% of its net assets) in the securities of companies organized or located outside the United States or doing business outside the United States. It normally invests in common stocks and may invest in companies of any size throughout the world that are selected for their long-term growth potential. The fund normally invests in companies from at least three different countries, including the United States, and may invest in companies operating in or economically tied to emerging market countries.
Fees are High compared to funds in the same category.
Columbia Marsico Global Fund Class Z has an expense ratio of 2.32 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.