1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#134 in World Stock
U.S. News evaluated 297 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 25.92 percent over the past year, 6.57 percent over the past three years, 8.93 percent over the past five years, and 4.01 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||24.1%|
|3 Years (Annualized)||6.6%|
|5 Years (Annualized)||8.9%|
|10 Years (Annualized)||4.0%|
The investment seeks long-term capital appreciation and its secondary objective is earning income. Under normal market conditions, the fund will invest in equity and equity-related securities of companies of all sizes from all areas of the world. The equity and equity-related securities in which the fund primarily invests are common stocks, preferred stocks, convertible securities, rights and warrants, and depository receipts (ADRs and GDRs). It also may purchase call and put options, and enter into covered option writing transactions. In addition, the fund may invest up to 15% of its net assets in illiquid securities.
Fees are High compared to funds in the same category.
U.S. Global Investors MegaTrends Fund has an expense ratio of 2.08 percent.
Risk is Average compared to funds in the same category according to Morningstar.