1 / 5 Stars
1 1 1 1 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#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.
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%|
|3 Years (Annualized)||-2.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Jubak Global Equity has an expense ratio of 1.65 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.