| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
3
5
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#68 in World Stock
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
The fund has returned 15.30 percent over the past year, 9.86 percent over the past three years, and 5.43 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.3% |
| 1 Year | 15.3% |
| 3 Years (Annualized) | 9.9% |
| 5 Years (Annualized) | 5.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund invests in a diversified portfolio primarily consisting of equity securities of small cap issuers in various foreign countries and in the United States. Under normal circumstances, it invests at least 80% of its assets in equity securities of small cap issuers. Small cap issuers are those whose market capitalization is similar to the market capitalization of companies in the Morgan Stanley Capital International ("MSCI") World Small Cap IndexSM at the time of the fund's investment.
