Not Scored 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 | --- |
| Lipper | --- |
| Zacks Investment Research | --- |
| Standard & Poor's | 2 / 5 Stars |
| TheStreet.com | --- |
Fund Overview
The investment seeks long-term capital appreciation while secondarily striving for income. The fund invests primarily in US and foreign equity securities, including both common and preferred stocks, and shares of other investment companies. It may invest up to 50% of its net assets in options for hedging purposes and income generation through covered calls. The fund may invest up to 25% of its net assets in U.S. government or U.S. agency obligations. Additionally, it may have up to 75% of its net assets invested directly or indirectly in foreign equity securities, including investments in emerging equity markets.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 10.7% |
| 1 Year | -25.7% |
| 3 Years (Annualized) | |
| 5 Years (Annualized) | |
| 10 Years (Annualized) |
Performance
The fund has returned -25.69 percent over the past year.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 53.77 | 53.77 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 46.23 | 46.23 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 11.30.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 11.30.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| OGX Petroleo e Gas Participacoes SA ADR | OGXPY | 16.19 | 6.36 |
| Schlumberger NV | SLB | 2.64 | 5.61 |
| LyondellBasell Industries NV | LYB | 37.95 | 5.59 |
| Molycorp, Inc. | MCP | 43.54 | 5.4 |
| Pioneer Natural Resources Company | PXD | 25.32 | 5.21 |
Fees
Oracle Mutual Fund has an expense ratio of 1.00 percent.
