3 / 5 Stars
3 4 2 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 306 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 13.99 percent over the past year, 8.67 percent over the past three years, 17.96 percent over the past five years, and 6.87 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.8%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||18.0%|
|10 Years (Annualized)||6.9%|
The investment seeks capital appreciation. The fund invests mainly in common stock of U.S. and foreign companies. It can invest without limit in foreign securities and can invest in any country, including countries with developing or emerging markets. However, the fund currently emphasizes its investments in developed markets such as the United States, Western European countries and Japan. It does not limit its investments to companies in a particular capitalization range, but primarily invests in mid- and large-cap companies. The fund normally will invest in at least three countries (one of which may be the United States).
Fees are Above Average compared to funds in the same category.
Oppenheimer Global Fund has an expense ratio of 1.90 percent.
Risk is Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 3 for five years, and 2 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-02-12