3 / 5 Stars
5 5 3 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#14 in World Stock
U.S. News evaluated 306 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 17.30 percent over the past year, 9.70 percent over the past three years, 18.20 percent over the past five years, and 7.06 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||18.2%|
|10 Years (Annualized)||7.1%|
The investment seeks long-term capital appreciation. The fund invests primarily in U.S. and foreign equity securities chosen mainly on the basis of bottom-up stock analysis. It typically invests across a wide range of industries, and its holdings are expected to represent a mix of value and growth stocks, as well as a mix of developed and emerging markets stocks, across the capitalization spectrum. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities. The fund uses multiple investment advisors.
Fees are Average compared to funds in the same category.
Vanguard Global Equity Fund has an expense ratio of 0.61 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.