5 / 5 Stars
5 5 1 2 5
Zacks Investment Research
Standard & Poor's
3 / 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 28.90 percent over the past year, 12.08 percent over the past three years, and 25.95 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.2%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||26.0%|
|10 Years (Annualized)||N/A|
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 invests in pursuing its goals, including smaller companies with market capitalization of less than $500 million.
Fees are Above Average compared to funds in the same category.
Thornburg Global Opportunities Fund has an expense ratio of 1.40 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.