4 / 5 Stars
2 2 3 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 306 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 14.58 percent over the past year, 10.33 percent over the past three years, 21.41 percent over the past five years, and 7.91 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||21.4%|
|10 Years (Annualized)||7.9%|
The investment seeks a high total investment return, including capital appreciation and income. The fund will invest primarily in equity securities of companies with market capitalizations in excess of $2 billion, which includes companies domiciled outside of the United States. It invests in companies that the Adviser believes are high-quality, financially strong businesses, with management teams that build shareholder value over time. The fund seeks to invest in these businesses when their market prices are less than the Adviser's estimate of their intrinsic values. It is non-diversified.
Fees are Average compared to funds in the same category.
FPA Paramount Fund has an expense ratio of 0.92 percent.
Risk is Average compared to funds in the same category according to Morningstar.