3 / 5 Stars
3 3 4 5 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#88 in World Stock
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 24.68 percent over the past year, and 11.22 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.4%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of equity securities of companies located in a number of countries around the world (including the United States) that the sub-adviser considers to be undervalued companies, high quality companies, or both. Under normal circumstances, it invests at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in equity securities.
Fees are Average compared to funds in the same category.
Schroder Global Multi-Cap Equity Fund has an expense ratio of 0.70 percent.
Risk is Average compared to funds in the same category according to Morningstar.