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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 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 8.14 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.9% |
| 1 Year | 8.1% |
| 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 normally invests in equity securities of companies located throughout the world, including the United States, with at least 40% of net assets in companies organized, headquartered or doing a substantial amount of business outside the United States. It considers a company that has at least 50% of assets or derives at least 50% of revenue from business outside the United States as doing a substantial amount of business outside the United States. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
SGA Global Growth Fund has an expense ratio of 1.75 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
