5 / 5 Stars
5 5 4 3 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#2 in World Stock
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.
The fund has returned 20.15 percent over the past year, 12.48 percent over the past three years, 5.38 percent over the past five years, and 10.63 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.4%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||5.4%|
|10 Years (Annualized)||10.6%|
The investment seeks capital appreciation. The fund invests its assets primarily in equity securities of both foreign (including emerging markets) and domestic issuers. The "equity securities" in which the fund principally invests are common stocks, depositary receipts, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. While the fund may invest in companies of any size, it generally focuses on companies with large market capitalizations.
Fees are Above Average compared to funds in the same category.
USAA World Growth Fund has an expense ratio of 1.30 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.