4 / 5 Stars
5 5 2 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#16 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 29.11 percent over the past year, 11.30 percent over the past three years, and 26.12 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.5%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||26.1%|
|10 Years (Annualized)||N/A|
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 are Average compared to funds in the same category.
Dodge & Cox Global Stock Fund has an expense ratio of 0.65 percent.
Risk is High compared to funds in the same category according to Morningstar.