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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
3 / 5 Stars
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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 14.80 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.8% |
| 1 Year | 14.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of equity and equity related securities of companies located in a number of countries around the world (including the United States) that the fund's investment sub-adviser considers to be of high quality. It may, from time to time, invest more than 25% of its assets in any one country or group of countries and may invest in emerging market countries. The fund may invest in common and preferred stocks, convertible securities and warrants of companies of any size market capitalization.
Fees
Fees are Above Average compared to funds in the same category.
Schroder Global Quality Fund has an expense ratio of 0.70 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
