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Lipper
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Zacks Investment Research
4
(Sell)
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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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 1.90 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.0% |
| 1 Year | 1.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund generally invests in common stocks and other equity securities of U.S. and foreign companies that the adviser believes have strong earnings growth potential. It invests up to 30% of assets in emerging markets securities. The fund's portfolio generally contains between 20 to 40 securities. It may invest 30%-40% in foreign companies with market capitalization of greater than $2 billion at the time of purchase, but may also be in securities of companies with market capitalization of less than or equal to $2 billion from time to time. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Turner Global Opportunities Fund has an expense ratio of 1.10 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
