3 / 5 Stars
Zacks Investment Research
1 (Strong Buy)
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 25.84 percent over the past year, 13.20 percent over the past three years, 16.00 percent over the past five years, and 7.27 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.0%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||16.0%|
|10 Years (Annualized)||7.3%|
The investment seeks capital appreciation; current income is only an incidental consideration. Under normal market conditions, the Portfolio invests primarily in equity securities of companies located in a number of different countries anywhere in the world, including emerging markets. It also invests in depositary receipts. The Portfolio may invest up to 25% of its total assets in debt instruments of companies and governments located anywhere in the world. It may invest up to 15% of its net assets in equity-linked notes for hedging and investment purposes.
Fees are Above Average compared to funds in the same category.
VY Templeton Global Growth Portfolio has an expense ratio of 1.14 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.