| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
3
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
#147 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 -1.30 percent over the past year, 5.18 percent over the past three years, and 4.32 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -1.1% |
| 1 Year | -1.3% |
| 3 Years (Annualized) | 5.2% |
| 5 Years (Annualized) | 4.3% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund normally invests at least 40% of its net assets in the equity securities of companies located in at least three countries outside of the United States, i.e., countries that are headquartered, organized and/or whose stock principally trades outside of the United States. It may also invest up to 35% of its net assets in U.S. and non-U.S. non-convertible debt or preferred stock. No more than 35% of the fund's net assets may be invested in the securities of companies.
Fees
Fees are Average compared to funds in the same category.
Royce Global Select Long/Short Fund has an expense ratio of 0.57 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
