| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#56 in World Stock
U.S. News evaluated 287 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 20.76 percent over the past year, and 8.69 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.0% |
| 1 Year | 20.8% |
| 3 Years (Annualized) | 8.7% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of principal and income. The fund invests primarily in a diversified portfolio of equity securities issued by companies from at least three different countries, including emerging markets. It will invest at least 40% of its total assets in securities of non-U.S. companies and will invest at least 80% of its total assets in common stocks, preferred stocks, certain securities convertible into common stocks, and securities that carry the right to buy common stocks. The fund invests primarily in medium-to-large well established companies based on standards of the applicable market.
Fees
Fees are Average compared to funds in the same category.
Dodge & Cox Global Stock Fund has an expense ratio of 0.65 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
