3 / 5 Stars
2 2 4 3 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#92 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 17.24 percent over the past year, 8.27 percent over the past three years, 11.81 percent over the past five years, and 7.04 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.4%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||11.8%|
|10 Years (Annualized)||7.0%|
The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies that Portfolio 21 (the "Advisor") believes are leaders in managing environmental risks and opportunities, have above average growth potential, and are reasonably valued. Under normal market conditions, the fund's net assets (plus any borrowings for investment purposes) will be fully invested (at least 80%) in equity securities. The fund invests globally and has exposure to emerging and developed markets.
Fees are Above Average compared to funds in the same category.
Portfolio 21 Global Equity Fund has an expense ratio of 1.44 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.