4 / 5 Stars
Zacks Investment Research
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 22.99 percent over the past year, 11.07 percent over the past three years, 16.24 percent over the past five years, and 8.42 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.6%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||16.2%|
|10 Years (Annualized)||8.4%|
The investment seeks capital appreciation. Under normal market conditions, the Portfolio invests mainly in common stocks of companies in the United States and foreign countries. It can invest without limit in foreign securities and can invest in any country, including countries with developing or emerging markets. However, the Portfolio currently emphasizes investments in developed markets such as the United States, Western European countries and Japan. It does not limit its investments to companies in a particular capitalization range, but currently focuses its investments in mid- and large-capitalization companies.
Fees are Above Average compared to funds in the same category.
VY Oppenheimer Global Portfolio has an expense ratio of 1.01 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.