4 / 5 Stars
5 5 3 3 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
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 26.83 percent over the past year, and 13.57 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.0%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 the fund managers consider to be established business "leaders."
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 is Above Average compared to funds in the same category according to Morningstar.