4 / 5 Stars
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
U.S. News evaluated 304 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 21.05 percent over the past year, 8.98 percent over the past three years, and 22.49 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.0%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests in a combination of underlying funds advised by Dimensional Fund Advisors LP that, in turn, invest in equity securities ("underlying funds"). Generally, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities (in the form of the securities held by the underlying funds). It is expected that under normal circumstances, greater than 40% of the market value of securities held by the underlying funds will be associated with non-U.S. countries.
Fees are Average compared to funds in the same category.
ING DFA World Equity Portfolio has an expense ratio of 0.26 percent.
Risk is Average compared to funds in the same category according to Morningstar.