5 / 5 Stars
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 18.27 percent over the past year, 13.21 percent over the past three years, and 6.14 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.1%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||6.1%|
|10 Years (Annualized)||N/A|
The investment seeks to provide a high level of income; capital appreciation is a secondary investment objective. The fund invests at least 80% of its total assets in equity securities of dividend-paying companies located throughout the world. It invests at least 40% of its net assets in securities of issuers located throughout the world, excluding the U.S. The fund may also invest up to 20% of its assets in securities issued by companies located in emerging markets when the subadviser believes they represent attractive investment opportunities. It may also invest up to 15% of its net assets in illiquid investments.