1 / 5 Stars
1 1 1 4 5
Zacks Investment Research
Standard & Poor's
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 -8.83 percent over the past year, -10.41 percent over the past three years, -18.64 percent over the past five years, and -8.78 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.2%|
|3 Years (Annualized)||-10.4%|
|5 Years (Annualized)||-18.6%|
|10 Years (Annualized)||-8.8%|
The investment seeks to generate positive investment returns. The fund seeks its investment objective by investing generally in equity securities. It will generally trade frequently and will invest in a wide range of financial instruments, market sectors, market capitalization and asset classes including foreign and domestic securities listed on U.S. exchanges. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Newmark Risk-Managed Opportunistic Fund has an expense ratio of 1.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.