4 / 5 Stars
4 3 5 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#58 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 20.66 percent over the past year, 11.62 percent over the past three years, 16.12 percent over the past five years, and 8.03 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.9%|
|3 Years (Annualized)||11.6%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||8.0%|
The investment seeks long-term capital appreciation consistent with the preservation of capital; current income is a secondary goal. To pursue its goals, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the common stock of U.S. and foreign companies. It will normally invest at least 25% of its assets in foreign companies and at least 25% of its assets in U.S. companies. The fund focuses on "blue chip" multinational companies with total market values of more than $5 billion. It also may invest in U.S. dollar-denominated American Depositary Receipts (ADRs).
Fees are Above Average compared to funds in the same category.
Dreyfus Worldwide Growth Fund has an expense ratio of 1.18 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.