3 / 5 Stars
3 3 4 3 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 297 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 13.93 percent over the past year, 9.26 percent over the past three years, and 14.09 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||12.7%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||14.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital and income. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities issued by U.S. and non-U.S. infrastructure-related companies. It normally invests at least 40% of its net assets in securities of non-U.S. issuers and, in any case, will invest at least 30% of its net assets in such issuers. The fund diversifies its investments among a number of different countries throughout the world. Up to 25% of the fund's total assets may be invested in equity securities of emerging market issuers.
Fees are High compared to funds in the same category.
Nuveen Global Infrastructure Fund has an expense ratio of 1.99 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.