2 / 5 Stars
4 3 5 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#80 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 20.12 percent over the past year, 10.29 percent over the past three years, 13.18 percent over the past five years, and 6.57 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.5%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||13.2%|
|10 Years (Annualized)||6.6%|
The investment seeks after-tax total return for its shareholders. The fund normally invests at least 80% of its net assets in dividend-paying common and preferred stocks (the "80% policy"). Its return is expected to consist primarily of tax-favored dividend income, although it will also seek capital appreciation. The fund may at times invest 25% or more of its total assets in each of the utilities and financial services sectors. The fund's foreign investments may include companies located in developed and/or emerging market countries and denominated in foreign currencies and/or securities trading in the form or depositary receipts.
Fees are Above Average compared to funds in the same category.
Eaton Vance Tax-Managed Global Dividend Income Fund has an expense ratio of 1.18 percent.
Risk is Low compared to funds in the same category according to Morningstar.