2 / 5 Stars
2 2 3 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#46 in World Stock
U.S. News evaluated 304 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 27.03 percent over the past year, 13.18 percent over the past three years, and 13.86 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.6%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||13.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of issuers located throughout the world. It invests at least 40% of its net assets in issuers located outside of the United States. The fund may invest in securities of any market capitalization, and in securities in any industry or market sector. It may invest up to 20% of its total assets in debt securities of corporate and government issuers, including up to 5% of its net assets in below investment grade debt securities (known as "junk bonds"), and cash and cash equivalents.
Fees are Above Average compared to funds in the same category.
Pioneer Global Equity Fund has an expense ratio of 1.30 percent.
Risk is Average compared to funds in the same category according to Morningstar.