3 / 5 Stars
3 4 2 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 306 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 16.83 percent over the past year, 8.48 percent over the past three years, and 17.24 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||8.5%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term capital growth. The fund invests at least 80% of the value of its net assets plus borrowings for investment purposes in equity securities. It invests principally in equity securities, including common stocks and preferred stocks, of companies economically tied to a number of countries around the world, including the U.S., and in depositary receipts, in a globally diversified manner. A portion of the fund's securities are denominated in foreign currencies and are typically held outside the U.S. It invests principally in large and medium capitalization companies, but may also invest in small capitalization companies.
Fees are Above Average compared to funds in the same category.
Russell Global Equity Fund has an expense ratio of 1.04 percent.
Risk is Average compared to funds in the same category according to Morningstar.