3 / 5 Stars
4 5 2 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#45 in World Stock
U.S. News evaluated 306 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 15.46 percent over the past year, 8.69 percent over the past three years, 15.28 percent over the past five years, and 7.42 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.8%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||15.3%|
|10 Years (Annualized)||7.4%|
The investment seeks long-term capital growth. The fund invests at least 65% of its total assets in the equity securities of companies located anywhere in the world, including developing or emerging market countries. It may invest up to 40% of its net assets in securities of issuers located in developing or emerging market countries. The fund will invest its assets in issuers located in at least three different countries (including the United States). It may invest in companies of any size, including smaller companies. The fund also invests in American, European, and Global Depositary Receipts.
Fees are Above Average compared to funds in the same category.
Templeton Global Opportunities Trust has an expense ratio of 1.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.