3 / 5 Stars
3 2 2 2 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#144 in World Stock
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 25.92 percent over the past year, 8.16 percent over the past three years, 21.49 percent over the past five years, and 10.29 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.7%|
|3 Years (Annualized)||8.2%|
|5 Years (Annualized)||21.5%|
|10 Years (Annualized)||10.3%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in equity securities of small- to medium-sized companies. It invests in the securities of companies located in no fewer than three countries, which may include the U.S., and the fund may invest more than 25% of its total assets in any one country; and up to 20% of the fund's total assets in emerging market equity securities. It invests principally in equity securities of small- to medium- sized companies, which the advisor defines as companies with market capitalizations within the range of the S&P Global MidSmall Cap Index at the time of purchase.
Fees are Above Average compared to funds in the same category.
Wells Fargo Advantage Global Opportunities Fund has an expense ratio of 1.55 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.