| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
3
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#23 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 38.78 percent over the past year, 15.74 percent over the past three years, and 10.42 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.0% |
| 1 Year | 38.8% |
| 3 Years (Annualized) | 15.7% |
| 5 Years (Annualized) | 10.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio. It will invest at least 40% of its total assets in securities of non-U.S. companies (unless the Adviser deems market conditions and/or company valuations less favorable to non-U.S. companies, in which case the fund will invest at least 30% of its total assets in securities of non-U.S. companies). The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Oakmark Global Select Fund has an expense ratio of 1.23 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
