Jubak Global Equity

Class Other (JUBAX)
Scorecard
1 / 5 Stars
Lipper
1 1 1 1 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
E+ (Sell)

#177 in World Stock

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.

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Performance

The fund has returned 2.04 percent over the past year, and -2.51 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 2.0%
3 Years (Annualized) -2.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 net 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 1.65 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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