3 / 5 Stars
4 5 3 1 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#36 in World Stock
U.S. News evaluated 303 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 25.17 percent over the past year, and 10.83 percent over the past three years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||4.3%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation and dividend income. The fund normally invests at least 40% of assets in securities from non-U.S. securities markets. It invests in domestic and foreign companies of all sizes and industries as well as in "growth" stocks and "value" stocks. The fund's investments in common stocks and other equity securities may consist of the following from around the world: Large, mid, or small capitalization common stocks; Growth stocks, value stocks, or cyclical stocks; Aggressive stocks or defensive stocks, etc.
Fees are Above Average compared to funds in the same category.
Leuthold Global Industries Fund has an expense ratio of 1.71 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.