3 / 5 Stars
2 3 3 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
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 22.50 percent over the past year, 9.63 percent over the past three years, 16.24 percent over the past five years, and 8.42 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.0%|
|3 Years (Annualized)||9.6%|
|5 Years (Annualized)||16.2%|
|10 Years (Annualized)||8.4%|
The investment seeks above-average capital appreciation over the long term. The fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in common stocks and other equities of small companies throughout the world (companies with market values similar to the smallest 30% of the aggregate market capitalization of the S&P Developed Broad Market Index). Companies in which the fund invests typically have a market capitalization of between $500 million and $5 billion at the time of purchase.
Fees are High compared to funds in the same category.
DWS Global Small Cap Fund has an expense ratio of 2.27 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.