| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
3
1
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
#111 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 14.08 percent over the past year, 6.74 percent over the past three years, -1.78 percent over the past five years, and 6.96 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.3% |
| 1 Year | 14.1% |
| 3 Years (Annualized) | 6.7% |
| 5 Years (Annualized) | -1.8% |
| 10 Years (Annualized) | 7.0% |
Summary
The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing at least 80% of its net assets under normal circumstances in equity securities, such as common and preferred stocks, plus borrowings for investment purposes. It invests in companies in both developed and emerging market countries, including the United States, but will invest at least 25% of its total assets in non-U.S. issuers. The portfolio manager focuses on companies that are expected to grow faster than their relevant peers/markets and whose security prices do not fully reflect their potential for growth.
Fees
Fees are Above Average compared to funds in the same category.
Highland Global Select Equity Fund has an expense ratio of 1.88 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
