8.6 in World Stock
U.S. News evaluated 272 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 4 / 5 Stars |
| Lipper | 5 3 3 1 5 |
| Zacks Investment Research | 2 (Buy) |
| Standard & Poor's | 5 / 5 Stars |
| TheStreet.com | A+ (Buy) |
Fund Overview
The investment seeks long-term growth of capital. The fund invests in at least three developed countries including the U.S. It may invest in securities issued by companies domiciled in emerging markets without limitation. Under normal market conditions, a significant portion of the fund's assets (typically between 40% and 80% at the time of purchase) will be invested outside the U.S. It may invest a large percentage of its assets in a few sectors, including information technology, health care, consumer discretionary, industrials and financials.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 15.2% |
| 1 Year | 12.9% |
| 3 Years (Annualized) | 34.2% |
| 5 Years (Annualized) | 5.5% |
| 10 Years (Annualized) | 6.9% |
Fund Opinion
The fund makes the list of Zacks Investment Research's "Top 5 Technology Funds." Funds on the list are expected to outperform their peers in the future.
Zacks Investment Research 2010-05-05
Performance
The fund has returned 12.94 percent over the past year, 34.24 percent over the past three years, 5.51 percent over the past five years, and 6.90 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
The fund makes the list of Zacks Investment Research's "Top 5 Technology Funds." Funds on the list are expected to outperform their peers in the future.
Zacks Investment Research 2010-05-05
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 10.59 | 10.59 |
| Stocks | 54.32 | 54.32 |
| Bonds | 0.0 | 0.0 |
| Other | 0.66 | 0.66 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 34.43 | 34.43 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple, Inc. | AAPL | 52.75 | 4.78 |
| Visa, Inc. | V | 17.4 | 4.14 |
| MasterCard Incorporated A | MA | 15.93 | 3.83 |
| Google, Inc. A | GOOG | 0.16 | 3.64 |
| Diasorin | DIA | --- | 3.06 |
Fees
Wasatch World Innovators Fund has an expense ratio of 1.95 percent.
