3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 18.82 percent over the past year, and 9.43 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.4%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in equity securities of companies traded in developed markets throughout the world, including the United States. It will be diversified among a number of countries (at least three) and will invest at least 40% of its total assets in foreign securities. The fund invests primarily in the equity securities of companies principally traded in the regions that are included in the Morgan Stanley Capital World Index Net ("MSCI World Index Net").
Fees are Above Average compared to funds in the same category.
IronBridge Global Fund has an expense ratio of 1.00 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.