| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#72 in World Stock
U.S. News evaluated 290 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 28.65 percent over the past year, 13.09 percent over the past three years, and 1.48 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 11.9% |
| 1 Year | 28.7% |
| 3 Years (Annualized) | 13.1% |
| 5 Years (Annualized) | 1.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide investment results approximating the overall performance of the securities included in the MSCI World ESG Index. The fund invests substantially all (and at least 80%) of its net assets in equity securities included in the MSCI World ESG Index, in weightings that approximate the relative composition of the securities contained in the MSCI World ESG Index. The MSCI World ESG Index includes the highest-ranked companies in each regional sector based on environmental, social and governance screening and research criteria applied by the index provider. Rankings are based on qualitative and quantitative analysis.
Fees
Fees are High compared to funds in the same category.
Northern Global Sustainability Index Fund has an expense ratio of 0.56 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
