Trilogy Global Equity Fund

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.

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Performance

The fund has returned 20.10 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 20.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities (generally common and preferred stocks). It will invest at least 40% of its net assets, plus the amount of any borrowing for investment purposes, in investments of issuers located outside the United States, and investments that expose the fund to such issuers, and the fund will invest in issuers located in or have investments that expose the fund to issuers located in a minimum of three countries, including the United States.

Fees

Fees are Above Average compared to funds in the same category.
Trilogy Global Equity Fund has an expense ratio of 0.78 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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