3 / 5 Stars
2 2 3 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 297 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 14.40 percent over the past year, and 8.54 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||13.5%|
|3 Years (Annualized)||8.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide long term growth of capital and current income. The fund invests at least 80% of its net assets plus borrowings for investment purposes in securities issued by companies that are engaged in the infrastructure business. Infrastructure refers to the systems and networks of energy, transportation, communication and other services required for the normal function of society. The fund may invest a significant portion of its assets in non-U.S. securities, including emerging markets securities. It is non-diversified.
Fees are High compared to funds in the same category.
Russell Global Infrastructure Fund has an expense ratio of 2.22 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.