4 / 5 Stars
5 5 3 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#1 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 27.86 percent over the past year, 15.36 percent over the past three years, 19.30 percent over the past five years, and 7.97 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.7%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||19.3%|
|10 Years (Annualized)||8.0%|
The investment seeks capital appreciation. Using a value-oriented approach, the fund invests primarily in the common stock (including American Depositary Receipts ("ADRs")) of companies of any size, both domestic and international, including emerging or developing markets. The Adviser generally views emerging or developing markets as those that are not included in the Morgan Stanley Capital International World Index ("MSCI World Index").
Fees are Above Average compared to funds in the same category.
Polaris Global Value Fund has an expense ratio of 1.04 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.