5 / 5 Stars
5 3 5 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#12 in World Stock
U.S. News evaluated 287 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 14.06 percent over the past year, 10.78 percent over the past three years, and 8.94 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.0%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||8.9%|
|10 Years (Annualized)||N/A|
The investment seeks long term capital appreciation. The fund invests in a broad, diversified portfolio of securities of small and medium capitalization companies traded on a principal U.S. exchange or U.S. over-the-counter market, and securities of small and medium capitalization non-U.S. companies in foreign countries, including emerging market countries. It invests at least 80% of its net assets, including borrowings for investment purposes, in securities of small and medium capitalization companies. The fund invests at least 80% of its total assets in at least three countries, and may invest 50% or more of its assets in a single country.
Fees are Above Average compared to funds in the same category.
Old Westbury Global Small Cap Fund has an expense ratio of 1.11 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.