3 / 5 Stars
4 4 5 1 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#42 in World Stock
U.S. News evaluated 303 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 14.81 percent over the past year, 10.08 percent over the past three years, and 16.96 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.5%|
|3 Years (Annualized)||10.1%|
|5 Years (Annualized)||17.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests primarily in U.S. and foreign equity securities that the adviser believes to have above-average dividend yields and valuations that are reasonable. It invests primarily in U.S. and foreign equity securities that the adviser believes to have above-average dividend yields and valuations that are reasonable. The fund is diversified by issuer, industry, and country and normally invests at least 40% of its assets in foreign securities and in at least three countries in addition to the U.S.
Fees are Above Average compared to funds in the same category.
Tweedy, Browne Worldwide High Dividend Yield Value Fund has an expense ratio of 1.37 percent.
Risk is Low compared to funds in the same category according to Morningstar.