2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#128 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.
The fund has returned 10.52 percent over the past year, 7.56 percent over the past three years, and 0.86 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.4%|
|3 Years (Annualized)||7.6%|
|5 Years (Annualized)||0.9%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term growth of capital. The fund invests primarily in equity securities of US and non-US companies. Equity securities include common stocks and related securities, such as preferred stock, convertible securities and depositary receipts. It may also invest a substantial amount of its assets (i.e., more than 25% of its assets) in issuers located in a single country or a limited number of countries, and may invest up to 15% of its net assets in illiquid securities. The fund may engage in active and frequent trading to achieve its investment objective.
Fees are Above Average compared to funds in the same category.
Henderson World Select Fund has an expense ratio of 1.40 percent.
Risk is Average compared to funds in the same category according to Morningstar.