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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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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 17.47 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.6% |
| 1 Year | 17.5% |
| 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. Equity securities include common stocks, preferred stocks, securities convertible into stocks, and depositary receipts for those securities. It may invest a large percentage of the fund's assets in issuers in a single country, a small number of countries, or a particular geographic region. While the fund may invest the fund's assets in companies of any size, it generally focuses on companies with small to medium capitalizations.
Fees
Fees are Above Average compared to funds in the same category.
MFS Global New Discovery Fund has an expense ratio of 1.50 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
