3 / 5 Stars
5 4 2 2 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#36 in World Stock
U.S. News evaluated 306 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 18.09 percent over the past year, 11.86 percent over the past three years, and 17.52 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.8%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests primarily in common stocks of domestic and foreign large capitalization companies. Large capitalization companies are those with a market capitalization of $10 billion or more. Its foreign investments consist primarily of American Depositary Receipts ("ADRs"). ADRs are certificates issued by a U.S. bank that represent a certain amount of shares of a foreign company on a foreign or U.S. based stock exchange. The fund's investment strategy focuses on value style investing. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Mundoval Fund has an expense ratio of 1.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.