Westwood Global Dividend Fund

Class Inst (WWGDX)

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.

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Performance

The fund has returned 16.98 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.6%
1 Year 17.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation and dividend income. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities of companies organized or located throughout the world, including the United States. It typically invests in companies with market capitalizations exceeding $500 million. The fund invests in approximately 65-90 securities to achieve its investment objective.

Fees

Fees are Above Average compared to funds in the same category.
Westwood Global Dividend Fund has an expense ratio of 1.00 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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