5 / 5 Stars
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 304 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 16.27 percent over the past year, 12.25 percent over the past three years, 17.38 percent over the past five years, and 10.21 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.2%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||10.2%|
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of issuers located throughout the world that it believes have, among other things, resilient business franchises and growth potential. It may invest in securities of companies of any market capitalization. The sub-adviser emphasizes individual stock selection and seeks to identify undervalued securities of issuers located throughout the world, including both developed and emerging market countries. The fund normally invests in securities of issuers from a number of different countries, including the United States. It is non-diversified.
Fees are Above Average compared to funds in the same category.
VY Morgan Stanley Global Franchise Portfolio has an expense ratio of 1.21 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.