3 / 5 Stars
Zacks Investment Research
5 (Strong Sell)
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 13.55 percent over the past year, 10.23 percent over the past three years, 16.02 percent over the past five years, and 6.07 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.2%|
|3 Years (Annualized)||10.2%|
|5 Years (Annualized)||16.0%|
|10 Years (Annualized)||6.1%|
The investment seeks capital appreciation. The fund pursues its investment objective by investing primarily in common stocks of companies of any size that are economically tied to countries throughout the world, including emerging markets. It normally invests in issuers from several different countries, which may include the United States. The fund may, under unusual circumstances, invest in a single country.
Fees are Average compared to funds in the same category.
Perkins Global Value Fund has an expense ratio of 0.78 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.