2 / 5 Stars
3 4 3 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#113 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 20.57 percent over the past year, 8.69 percent over the past three years, and 19.47 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||19.5%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund invests primarily in equity securities of U.S. and foreign companies with market capitalizations (at the time of investment) of at least $3 billion. It invests in equity securities of companies that trade in developed, emerging or developing markets. The fund will invest a significant amount of its total assets in securities of companies organized or located outside the U.S. or doing a substantial amount of business outside the U.S. It will allocate its assets among companies of various countries (at least three different countries), including the U.S. The fund will typically hold between 40 and 60 securities.
Fees are Above Average compared to funds in the same category.
Mainstay ICAP Global Fund has an expense ratio of 1.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.