| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
3
5
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#23 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 18.68 percent over the past year, 11.46 percent over the past three years, and 3.74 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.6% |
| 1 Year | 18.7% |
| 3 Years (Annualized) | 11.5% |
| 5 Years (Annualized) | 3.7% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return greater than the benchmark, the MSCI World Index. The fund is a fund of funds and invests primarily in shares of the International Equity funds and the U.S. Equity funds. Although the fund's primary exposure is to non-U.S. and U.S. equity investments (which may include emerging country equities, both growth and value style equities and equities of any market capitalization), the fund also may have exposure to non-U.S. and U.S. fixed income securities (including fixed income securities of any credit quality and having any maturity or duration), commodities and, from time to time, other alternative asset classes.
