2 / 5 Stars
3 3 2 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 16.64 percent over the past year, 7.75 percent over the past three years, 17.25 percent over the past five years, and 5.91 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||7.8%|
|5 Years (Annualized)||17.3%|
|10 Years (Annualized)||5.9%|
The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities. It purchases stocks of U.S. and foreign companies of any size, including small-cap and mid-cap companies and which are located in either developed countries or emerging market countries. The fund invests its assets in investments that are tied economically to a number of countries throughout the world, including the United States.
Fees are Above Average compared to funds in the same category.
Nationwide Global Equity Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.