| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
2
5
4
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#87 in World Stock
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 15.27 percent over the past year, 8.16 percent over the past three years, 4.40 percent over the past five years, and 9.49 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.9% |
| 1 Year | 15.3% |
| 3 Years (Annualized) | 8.2% |
| 5 Years (Annualized) | 4.4% |
| 10 Years (Annualized) | 9.5% |
Summary
The investment seeks capital appreciation; income is a secondary consideration. The fund invests primarily in equity securities (including securities convertible into, or that the investment manager expects to be exchanged for, common or preferred stock) of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). It expects to invest a significant portion (up to 50%) of its assets in foreign securities. The fund also invests in merger arbitrage securities and the debt and equity of distressed companies.
Fees
Fees are Above Average compared to funds in the same category.
Mutual Quest Fund has an expense ratio of 1.09 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
