martes, 1 de enero de 2013
Forex Top 5 Global Mutual Funds
Forex Top 5 Global Mutual Funds Companies: Thornburg Global Opportunities A Artio Global Equity A Oppenheimer Global Opportunities A RELATED QUOTES Symbol Price Change THOAX 14.34 0.00 BJGQX 33.60 -0.06 OPGIX 27.86 +0.50 MWOFX 24.77 -0.12 ICDAX 11.66 +0.06 The fortunes of U.S. equity markets continue to be a key determinant of the health of the global economy. However, their dominance has receded significantly over the years and a world of exciting opportunities has emerged in global markets. Moreover, research has shown that a portfolio with a combination of domestic and foreign securities produces greater returns over the long term. Global funds allow investors to hold an optimum combination of international and domestic investments without incurring the costs of holding such securities individually. Below we will share with you 5 top rated global mutual funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect these mutual funds to outperform their peers in the future. To view the Zacks Rank and past performance of all global funds, then click here. Thornburg Global Opportunities A (NASDAQ:THOAX - News) seeks capital growth over the long term. The fund invests in a wide range of equity securities worldwide. This includes common and preferred stocks, real estate investment trusts and other equity trusts. The global mutual fund has a five year annualized return of 2.1%. The global mutual fund has a minimum initial investment of $5,000 and an expense ratio of 1.48% compared to a category average of 1.44%. Artio Global Equity A (NASDAQ:BJGQX - News) invests the majority of its assets in companies worldwide. Under normal circumstances, not less than 40% of its assets are invested in at least three foreign countries. A maximum of 35% of its assets may be utilized to purchase emerging market securities. The global mutual fund has a three year annualized return of 10.04%. Rudolph-Riad Younes is the fund manager and he has managed this global mutual fund since 2004. Oppenheimer Global Opportunities A (NASDAQ:OPGIX - News) seeks capital growth as well as current income. The fund invests in a wide range of equity securities worldwide. The fund focuses on acquiring stocks, but may also purchase debt securities. The global mutual fund has a ten year annualized return of 8.53%. As of November 2011, this global mutual fund held 100 issues, with 5.24% of its total assets invested in Advanced Micro Devices Inc. MFS Global Growth A (NASDAQ:MWOFX - News) invests in both domestic and foreign securities, as well as emerging market securities. The fund may invest a substantial part of its assets in a relatively small number of countries. The global mutual fund returned 2.36% in the last one year period. The global mutual fund has a minimum initial investment of $1,000 and an expense ratio of 1.53% compared to a category average of 1.44%. Ivy Cundill Global Value A (ICDAX) seeks capital growth. The fund purchases both domestic and foreign equity securities. Not more than 20% of its assets are invested in debt securities issued by companies which have filed for bankruptcy or are likely to do so shortly. The global mutual fund has a three year annualized return of 8.15%. The fund manager is James Thompson and he has managed this global mutual fund since 2009. To view the Zacks Rank and past performance of all global mutual funds, then click here. About Zacks Mutual Fund Rank By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Learn more about the Zacks Mutual Fund Rank at http://www.zacks.com/funds.
Suscribirse a:
Enviar comentarios (Atom)
No hay comentarios:
Publicar un comentario