| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
#3 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 12.45 percent over the past year, 15.76 percent over the past three years, 9.64 percent over the past five years, and 11.93 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.7% |
| 1 Year | 12.5% |
| 3 Years (Annualized) | 15.8% |
| 5 Years (Annualized) | 9.6% |
| 10 Years (Annualized) | 11.9% |
Summary
The investment seeks long-term growth of capital. The fund invests primarily in domestic and foreign growth companies that the managers believe are innovators in their respective sectors or industries. It will typically be invested in at least three developed countries, including the U.S. The fund may invest in securities issued by companies domiciled in emerging and frontier markets without limitation. It may invest a large percentage of its assets in a few sectors, including information technology, health care, consumer discretionary, industrials and financials.
Fees
Fees are Above Average compared to funds in the same category.
Wasatch World Innovators Fund has an expense ratio of 1.85 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
