| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
5
2
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
#63 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.
Performance
The fund has returned 16.02 percent over the past year, 15.21 percent over the past three years, 2.38 percent over the past five years, and 8.49 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.4% |
| 1 Year | 16.0% |
| 3 Years (Annualized) | 15.2% |
| 5 Years (Annualized) | 2.4% |
| 10 Years (Annualized) | 8.5% |
Summary
The investment seeks capital appreciation. This fund seeks to provide investors with exposure to high-quality global companies. The securities selected for inclusion in the fund are those believed by the subadviser to be well-managed businesses with consistent operating histories and financial performance that have favorable long-term economic prospects and, in most cases, generate free cash flow. Under normal circumstances, the fund invests in equity securities or equity-linked instruments of issuers located throughout the world, including issuers in emerging markets countries and issuers in the United States.
Fees
Fees are Above Average compared to funds in the same category.
Virtus Global Opportunities Fund has an expense ratio of 1.55 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
