| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
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|
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 9.37 percent over the past year, and 13.75 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.2% |
| 1 Year | 9.4% |
| 3 Years (Annualized) | 13.8% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of publicly-traded companies located anywhere in the world, including equity securities in developed and emerging markets. It expects to invest at least 40% of its assets in non-U.S. companies. The fund typically invests in a portfolio of 30-50 issuers. While it may invest in equity securities of companies of any size, the fund will primarily invest in large and mid-capitalization companies given the Adviser's focus on what it considers to be established business "leaders."
Fees
Fees are Above Average compared to funds in the same category.
Sands Capital Global Growth Fund has an expense ratio of 1.35 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
