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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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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 25.75 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 8.5% |
| 1 Year | 25.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market equity securities. It focuses on investing the fund's assets in companies that the adviser believes are leaders in their respective industries based on factors such as the strength and durability of their business models and/or strong competitive positions. The fund will invest at least 25% of its assets in issuers in industries in the consumer staples, leisure, and retailing sectors. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
MFS Global Leaders Fund has an expense ratio of 1.20 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
