4 / 5 Stars
5 4 4 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#23 in World Stock
U.S. News evaluated 306 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 22.58 percent over the past year, 15.82 percent over the past three years, 27.85 percent over the past five years, and 8.28 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||15.8%|
|5 Years (Annualized)||27.8%|
|10 Years (Annualized)||8.3%|
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 are Above Average compared to funds in the same category.
Wasatch World Innovators Fund has an expense ratio of 1.77 percent.
Risk is Average compared to funds in the same category according to Morningstar.