| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
5
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#14 in World Stock
U.S. News evaluated 287 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 18.98 percent over the past year, 12.22 percent over the past three years, 8.14 percent over the past five years, and 11.30 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.3% |
| 1 Year | 19.0% |
| 3 Years (Annualized) | 12.2% |
| 5 Years (Annualized) | 8.1% |
| 10 Years (Annualized) | 11.3% |
Summary
The investment seeks a high total investment return, including capital appreciation and income. The fund attempts to concentrate on ownership of high-quality businesses, particularly firms with histories of earning high returns on capital and with modest debt levels. It invests primarily in the common stocks of international and U.S. companies in a variety of industries and market segments. The fund may be moderately concentrated, with 30-40 positions. Most of these companies will be small to medium market capitalization (up to $10 billion), though ownership of larger companies is permitted.
Fees
Fees are Above Average compared to funds in the same category.
FPA Paramount Fund has an expense ratio of 0.94 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
