4 / 5 Stars
5 5 5 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#36 in World Stock
U.S. News evaluated 290 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 22.56 percent over the past year, 15.53 percent over the past three years, and 5.00 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||10.4%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||5.0%|
|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.
Fees are High compared to funds in the same category.
John Hancock III Global Shareholder Yield Fund has an expense ratio of 1.42 percent.
Risk is Low compared to funds in the same category according to Morningstar.