2 / 5 Stars
3 3 4 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#65 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 14.56 percent over the past year, 8.52 percent over the past three years, and 17.36 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.5%|
|3 Years (Annualized)||8.5%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||N/A|
The investment seeks to provide current income that exceeds the dividend yield of a composite index (comprised of 60% S&P 500 Index and 40% MSCI EAFE Index) and that grows over a period of years; long-term capital appreciation is as a secondary consideration. The fund invests at least 80% of its net assets in dividend-paying common stocks issued by U.S. and foreign companies. It diversifies its investments among a number of different countries throughout the world, but not fewer than three countries. The fund will invest significantly (at least 30% of its net assets) in companies outside the U.S.
Fees are Above Average compared to funds in the same category.
Sit Global Dividend Growth Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.