Top 5 Zacks #1 Ranked Global Mutual Funds - Best of Funds
12 4월 2012 - 12:08AM
Zacks
Investors can no longer ignore the attractions of global equity
markets and limit themselves to domestic investments. Though U.S
equity markets retain their global significance, they no longer
command the importance which they did in the past. Research has
also shown that a prudent combination of foreign and domestic
investments provide better results and aid in reducing risk. With
the advantage of professional management, global mutual funds
provide investors with a unique opportunity to harness the
strengths of both local and international financial markets.
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, investors can
click here to see the complete list of funds.
Henderson Global Leaders A (HFPAX) seeks capital
appreciation over the long term. The fund focuses on investing in
equity securities issues by domestic and foreign companies. It may
also purchase fixed income securities, primarily those rated
investment grade including convertible bonds. It may consider
investing in emerging markets. The global mutual fund has a three
year annualized return of 21.79% .
The global mutual fund has a minimum initial investment of $500
and an expense ratio of 1.87% compared to a category average of
1.45%.
Manning & Napier World Opportunities A (EXWAX)
invests in companies worldwide, including companies from the U.S.
It primarily purchases common stocks but may also invest in ADRs
and dollar-denominated foreign securities. The global mutual fund
has a three year annualized return of 20.5%.
As of February 2012, this global mutual fund held 77 issues,
with 6.14% of its total assets invested in Dreyfus Cash Management,
Inc. Institutional Shares.
Thornburg Global Opportunities A (THOAX) 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 three year annualized return of
29.42%.
The fund manager is Brian J. McMahon and he has managed this
global mutual fund since 2005.
Wells Fargo Advantage Intrinsic World Equity A (EWEAX)
invests the majority of its assets in not less than three countries
at the same time, including the U.S., investing a maximum of 25% in
a single country. The global mutual fund has a three year
annualized return of 28.02%.
The global mutual fund has a minimum initial investment of
$1,000 and an expense ratio of 1.40% compared to a category average
of 1.45%.
Oppenheimer Global Opportunities A (OPGIX) 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 three year annualized return of 33%.
The fund manager is Frank V. Jennings and he has managed this
global mutual fund since 1995.
To view the Zacks Rank and past performance of all global mutual
funds, investors can click here to see the complete list of
funds.
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.
View All Zacks #1 Ranked Mutual Funds
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