| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
2
2
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#15 in World Stock
U.S. News evaluated 290 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 35.89 percent over the past year, 16.61 percent over the past three years, 3.32 percent over the past five years, and 9.25 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.3% |
| 1 Year | 35.9% |
| 3 Years (Annualized) | 16.6% |
| 5 Years (Annualized) | 3.3% |
| 10 Years (Annualized) | 9.2% |
Summary
The investment seeks capital appreciation. The fund normally invests primarily in the common stock (including American Depositary Receipts ("ADRs")) of companies of any size located worldwide, including emerging or developing markets. Emerging or developing markets are generally markets that are not included in the Morgan Stanley Capital International World Index ("MSCI World Index"). It typically invests in approximately 15 industries and seeks to achieve broad geographic diversification.
Fees
Fees are High compared to funds in the same category.
Polaris Global Value Fund has an expense ratio of 1.36 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
