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Lipper
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Zacks Investment Research
4
(Sell)
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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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.
Performance
The fund has returned 0.92 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -0.4% |
| 1 Year | 0.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets in equity securities of companies located throughout the world, including the United States, and at least 40% of its assets in companies organized, headquartered or doing a substantial amount of business outside the United States. It will invest primarily in equity securities of companies located in developed countries and may invest up to 40% of its assets in emerging markets. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Jubak Global Equity has an expense ratio of 1.66 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
