Mundoval Fund

Class No Load (MUNDX)
3 / 5 Stars
4 4 2 2 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
C+ (Hold)

#97 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.

See all Mundoval Funds funds

See full World Stock rankings

See more fund rankings


The fund has returned 25.89 percent over the past year, 11.83 percent over the past three years, and 21.29 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date -2.3%
1 Year 25.9%
3 Years (Annualized) 11.8%
5 Years (Annualized) 21.3%
10 Years (Annualized) N/A

See more MUNDX performance


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.

See more MUNDX fees


Risk is Average compared to funds in the same category according to Morningstar.

See more MUNDX risk