2 / 5 Stars
2 1 5 1 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 299 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 18.89 percent over the past year, 12.05 percent over the past three years, and 9.01 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||18.2%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||9.0%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation with less volatility than the broad global equity markets. The Global Managed Volatility fund will typically invest in securities of U.S. and foreign companies of all capitalization ranges. These securities may include common stocks, preferred stocks, warrants, depositary receipts and exchange-traded funds (ETFs). The fund also may use futures contracts and forward contracts. It will invest in at least three countries outside of the U.S., but will typically invest much more broadly. It is expected that at least 40% of the fund's assets will be invested in non-U.S. securities.
Fees are Above Average compared to funds in the same category.
SEI Institutional Managed Global Managed Volatility Fund has an expense ratio of 1.36 percent.
Risk is Low compared to funds in the same category according to Morningstar.