2 / 5 Stars
2 2 3 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#115 in World Stock
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 20.40 percent over the past year, 5.50 percent over the past three years, 12.61 percent over the past five years, and 6.24 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||5.5%|
|5 Years (Annualized)||12.6%|
|10 Years (Annualized)||6.2%|
The investment seeks to provide long-term capital appreciation and current income. The Global Fund invests primarily in U.S. and foreign equity securities (including common and preferred stock and securities convertible into common stock) and in debt securities. Its investments may include issuers of any market capitalization. Although the fund can invest in companies from any country, it generally focuses on established companies in countries with developed economies. Under normal market conditions, the fund invests at least 40% of its net assets in the securities of, and depositary receipts represented by, foreign issuers.
Fees are High compared to funds in the same category.
Commonwealth Global Fund has an expense ratio of 3.12 percent.
Risk is Average compared to funds in the same category according to Morningstar.