3 / 5 Stars
4 3 5 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#45 in World Stock
U.S. News evaluated 306 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 14.94 percent over the past year, 11.50 percent over the past three years, and 15.44 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||15.4%|
|10 Years (Annualized)||N/A|
The investment seeks a high level of income; capital appreciation is a secondary investment objective. The fund generally invests in a diversified portfolio consisting of equity securities of companies located throughout the world, including the U.S., that have a history of attractive dividend yields and positive growth in operating cash flow. It normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in equity securities of dividend-paying companies across all market capitalizations. The fund may invest up to 20% of its net assets in securities issued by companies located in emerging markets.
Fees are Above Average compared to funds in the same category.
MainStay Epoch Global Equity Yield Fund has an expense ratio of 1.05 percent.
Risk is Low compared to funds in the same category according to Morningstar.