3 / 5 Stars
3 2 5 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#49 in World Stock
U.S. News evaluated 290 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 28.18 percent over the past year, 13.10 percent over the past three years, and 0.96 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||11.5%|
|3 Years (Annualized)||13.1%|
|5 Years (Annualized)||1.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund generally invests in a portfolio consisting of equity securities of companies across all market capitalizations. It invests at least 80% of its net assets in equity securities of companies located throughout the world. U.S. equity securities include common stocks and depositary receipts. The fund will invest a significant amount of its assets in securities of foreign companies. It will normally invest in companies located in at least three countries outside of the U.S. The fund typically holds between 20 and 35 securities.
Fees are High compared to funds in the same category.
MainStay Epoch Global Choice Fund has an expense ratio of 1.48 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.