| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#72 in World Stock
U.S. News evaluated 287 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 16.78 percent over the past year, 7.65 percent over the past three years, 2.36 percent over the past five years, and 8.86 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.3% |
| 1 Year | 16.8% |
| 3 Years (Annualized) | 7.7% |
| 5 Years (Annualized) | 2.4% |
| 10 Years (Annualized) | 8.9% |
Summary
The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies that the advisor believes are leaders in managing environmental risks and opportunities, have above average growth potential, and are reasonably valued. Under normal market conditions, at least 80% of the fund's net assets (plus any borrowings for investment purposes) will be invested in equity securities. It invests globally and has exposure to emerging and developed markets.
Fees
Fees are Above Average compared to funds in the same category.
Portfolio 21 Global Equity Fund has an expense ratio of 1.46 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
