1 / 5 Stars
1 1 1 4 5
Zacks Investment Research
Standard & Poor's
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.
The fund has returned 1.10 percent over the past year, -6.27 percent over the past three years, -14.97 percent over the past five years, and -8.01 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||-6.3%|
|5 Years (Annualized)||-15.0%|
|10 Years (Annualized)||-8.0%|
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.