| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#29 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.
Performance
The fund has returned 26.96 percent over the past year, 16.85 percent over the past three years, and 4.18 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 17.7% |
| 1 Year | 27.0% |
| 3 Years (Annualized) | 16.9% |
| 5 Years (Annualized) | 4.2% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of U.S. and foreign companies that are selected for long-term growth potential. It normally invests significantly (generally, at least 40% of net assets) in the securities of issuers organized or located outside the U.S. or doing business outside the U.S. The fund invests assets in various regions and countries. It may invest in the securities of companies of any size that are economically tied to any countries or markets throughout the world, including securities of companies economically tied to emerging markets.
Fees
Fees are High compared to funds in the same category.
Marsico Global Fund has an expense ratio of 1.60 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
