| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#144 in World Stock
U.S. News evaluated 290 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 24.40 percent over the past year, 11.67 percent over the past three years, 0.65 percent over the past five years, and 7.34 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 9.5% |
| 1 Year | 24.4% |
| 3 Years (Annualized) | 11.7% |
| 5 Years (Annualized) | 0.7% |
| 10 Years (Annualized) | 7.3% |
Summary
The investment seeks long-term capital growth. The fund invests in a diversified portfolio of common stocks of companies that are located throughout the world, including the United States. Although it primarily invests in stocks of U.S. and foreign companies that are considered large to medium in size (measured by market capitalization) and that are traded in larger or more established markets, the fund may invest a significant amount in less-developed or emerging markets. It may also invest (to a lesser degree) in smaller size companies.
Fees
Fees are High compared to funds in the same category.
First Investors Global Fund has an expense ratio of 1.68 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
