6.5 in World Stock
U.S. News evaluated 272 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 4 / 5 Stars |
| Lipper | 5 4 5 3 1 |
| Zacks Investment Research | 3 (Hold) |
| Standard & Poor's | 3 / 5 Stars |
| TheStreet.com | C (Hold) |
Fund Overview
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities of U.S. and non-U.S. companies. It invests at least 40% and up to 75% of net assets in non-U.S. equity securities. The fund invests up to 25% of net assets in equity securities of companies located in emerging markets. It invests in equity securities of companies located in at least three countries, including the United States. The fund invests no more than 35% of net assets in equity securities of companies located in a single non-U.S. country. Its investment strategy is not designed to track the performance of any specific benchmark.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 2.0% |
| 1 Year | -9.9% |
| 3 Years (Annualized) | 20.5% |
| 5 Years (Annualized) | 6.5% |
| 10 Years (Annualized) |
Performance
The fund has returned -9.90 percent over the past year, 20.51 percent over the past three years, and 6.50 percent over the past five years.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.21 | 2.21 |
| Stocks | 25.29 | 25.29 |
| Bonds | 0.0 | 0.0 |
| Other | 2.23 | 2.23 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 70.27 | 70.27 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2012
Top Holdings
Performance as of 03.31.2012
Portfolio as of 01.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Newmont Mining Corporation | NEM | -12.58 | 4.27 |
| Barrick Gold Corporation | ABX | -1.97 | 3.7 |
| Cameco Corp | CCJ | 19.95 | 3.51 |
| Electricité de France | EDF | --- | 2.81 |
| Western Digital Corporation | WDC | 35.41 | 2.72 |
Fees
Nuveen Tradewinds Global All Cap Fund has an expense ratio of 1.24 percent.
