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Lipper
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Zacks Investment Research
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Standard & Poor's
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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
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.0% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital growth. The fund normally invests at least 40% of its total assets in the equity securities of non-U.S. issuers throughout the world, which could include emerging market issuers, and may achieve its exposure to non-U.S. securities through investing in American depositary receipts (ADRs). It primarily owns common stock or securities convertible into common stocks. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Longleaf Partners Global Fund has an expense ratio of 1.65 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
