5 / 5 Stars
5 5 2 2 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#11 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 25.70 percent over the past year, 13.61 percent over the past three years, and 19.26 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.4%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||19.3%|
|10 Years (Annualized)||N/A|
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 their long-term growth potential. It normally invests significantly (generally, at least 40% of its net assets) in the securities of issuers organized or located outside the U.S. The fund invests assets in various regions and countries.
Fees are Above Average compared to funds in the same category.
Marsico Global Fund has an expense ratio of 1.60 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.