3 / 5 Stars
5 4 5 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
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 14.50 percent over the past year, 9.72 percent over the past three years, and 19.01 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.5%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||N/A|
The investment seeks current income along with growth of capital. The fund invests in U.S. and non-U.S. dividend-paying stocks that have demonstrated above-median yield and a positive trend in dividend and earnings growth. It invests primarily in common stocks of companies that represent a broad spectrum of the global economy and a range of market capitalizations, including large-cap, mid-cap and small-cap. The fund may also invest in other investment companies. It will normally invest at least 80% of its assets in dividend-paying securities. The fund invests at least 80% of its assets in equity securities.
Fees are Above Average compared to funds in the same category.
Steward Global Equity Income Fund has an expense ratio of 1.04 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.