4 / 5 Stars
5 5 3 5 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#51 in World Stock
U.S. News evaluated 297 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 29.19 percent over the past year, 13.37 percent over the past three years, and 15.95 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||23.8%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||16.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally allocates its assets to underlying funds that invest in domestic and international equity securities. It further diversifies its investment portfolio by allocating its assets among underlying funds that represent a variety of different asset classes, such as large capitalization, small capitalization and emerging markets stocks.
Fees are Average compared to funds in the same category.
DFA Global Equity Portfolio has an expense ratio of 0.33 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.