2 / 5 Stars
1 2 4 4 1
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 18.17 percent over the past year, and 8.90 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.3%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide both current income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities. Generally, the fund intends to focus its investments in dividend yielding equity securities. The fund may invest in securities of issuers located anywhere in the world and may invest any amount of its assets in emerging markets. Under normal circumstances, the fund intends to invest at least 40% of its total assets in countries other than the United States.
Fees are Above Average compared to funds in the same category.
JPMorgan Global Equity Income Fund has an expense ratio of 1.24 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.