5.8 in World Stock
U.S. News evaluated 272 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 3 / 5 Stars |
| Lipper | 4 2 1 3 1 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 2 / 5 Stars |
| TheStreet.com | C- (Hold) |
Fund Overview
The investment seeks long-term capital appreciation. The fund normally invests in a diversified portfolio consisting primarily of global (U.S. and foreign) equity securities of any size. It normally will invest at least 40% of its assets in the securities of foreign issuers. The fund may invest up to 20% of assets in bonds of any maturity rated as low as CC by Standard & Poor's Corporation (S&P) or Ca by Moody's Investors Service, Inc. (Moody's) and their unrated equivalents (bonds rated BB and below by S&P or Ba and below by Moody's are considered junk bonds).
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 22.0% |
| 1 Year | -19.6% |
| 3 Years (Annualized) | 25.3% |
| 5 Years (Annualized) | 5.4% |
| 10 Years (Annualized) |
Performance
The fund has returned -19.61 percent over the past year, 25.33 percent over the past three years, and 5.41 percent over the past five years.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.03 | 0.16 | -0.13 |
| Stocks | 27.76 | 0.0 | 27.76 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 72.37 | 0.0 | 72.37 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 01.31.2012
Top Holdings
Performance as of 03.31.2012
Portfolio as of 01.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| OGX Petroleo e Gas Participacoes SA | OGXP3 | --- | 10.35 |
| Reliance Capital Ltd. | RELCAPITAL | --- | 6.31 |
| Reliance Infrastructure Ltd. | RELINFRA | --- | 5.81 |
| Bank of America Corporation | BAC | 74.28 | 5.5 |
| MPX Energia S.A. | MPXE3 | --- | 3.71 |
Fees
John Hancock Global Opportunities Fund has an expense ratio of 1.47 percent.
