2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#160 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 20.81 percent over the past year, 4.85 percent over the past three years, and 18.61 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.1%|
|3 Years (Annualized)||4.9%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize capital appreciation. The fund uses a growth style of investment in equities and it primarily invests in equities, both within and outside the U.S., whose market capitalization is greater than $1.0 billion at the time of investment. It invests significantly in companies organized or located outside the U.S. or doing a substantial amount of business outside the U.S. The fund does not invest more than 35% of its assets at market value at the time of purchase in companies from any single country other than the U.S. It may invest a substantial portion of its assets in emerging markets from time to time. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Driehaus Global Growth Fund has an expense ratio of 2.01 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.