3 / 5 Stars
3 2 5 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#88 in World Stock
U.S. News evaluated 303 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 16.72 percent over the past year, and 9.19 percent over the past three years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||0.7%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies and common stocks and depositary receipts of companies. Under normal market circumstances, it seeks to stay fully invested and does not attempt to time the market. Because of the fund's value focus, it is expected that investments in the securities of U.S. companies having smaller market capitalizations and the securities in foreign companies, including companies organized under the laws of emerging market countries, will be important components of the Independence fund's investment program.
Fees are Above Average compared to funds in the same category.
Motley Fool Independence Fund has an expense ratio of 1.36 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.