| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
1
4
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
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 20.13 percent over the past year, 8.75 percent over the past three years, and 3.14 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.3% |
| 1 Year | 20.1% |
| 3 Years (Annualized) | 8.7% |
| 5 Years (Annualized) | 3.1% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. The fund invests primarily in a broad range of equity securities, including common stocks, preferred stocks, real estate investment trusts, and other equity trusts. It may invest in any equity securities which the investment adviser believes may assist the fund in pursuing its goals, including smaller companies with market capitalization of less than $500 million.
Fees
Fees are Above Average compared to funds in the same category.
Thornburg Global Opportunities Fund has an expense ratio of 0.99 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
