1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
U.S. News evaluated 303 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 2.04 percent over the past year, -5.26 percent over the past three years, -13.38 percent over the past five years, and -8.17 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.9%|
|3 Years (Annualized)||-5.3%|
|5 Years (Annualized)||-13.4%|
|10 Years (Annualized)||-8.2%|
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.