4 / 5 Stars
4 3 4 1 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#78 in World Stock
U.S. News evaluated 303 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 13.35 percent over the past year, 9.86 percent over the past three years, and 23.72 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-2.1%|
|3 Years (Annualized)||9.9%|
|5 Years (Annualized)||23.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests primarily in small and micro cap foreign and domestic companies. It will invest the fund's assets in equity securities of foreign and domestic companies with market capitalizations of less than US$5 billion at the time of purchase. The fund may invest a large percentage of its assets in a few regions or sectors, including industrials, information technology, consumer discretionary, consumer staples, health care, financials, and energy.
Fees are Above Average compared to funds in the same category.
Wasatch Global Opportunities Fund has an expense ratio of 1.80 percent.
Risk is Average compared to funds in the same category according to Morningstar.