Top 5 Zacks #1 Ranked Global Mutual Funds - Best of Funds
27 7월 2012 - 9:51PM
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.
Dreyfus Worldwide Growth A (PGROX) invests a large share
of its assets in domestic and foreign common stock. A minimum of
25% of its assets are invested in domestic companies and the same
restriction applies to foreign firms. The global mutual fund has a
three year annualized return of 16.19%.
The global mutual fund has a minimum initial investment of
$1,000 and an expense ratio of 1.24% compared to a category average
of 1.42%.
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
11.04%.
The fund manager is Brian J. McMahon and he has managed this
global mutual fund since 2006.
Hart Ford Global Growth A (HALAX) invests a minimum of
65% of its assets in equity shares of growth companies located
worldwide, including companies from the U.S. Not more than 25% of
its assets may be utilized to purchase emerging market securities.
The global mutual fund has a three year annualized return of
9.44%.
The global mutual fund has a minimum initial investment of
$2,000 and an expense ratio of 1.48% compared to a category average
of 1.42%.
Marsico Global Fund (MGLBX) seeks capital growth. The
fund invests in common stock of domestic as well foreign companies
with a focus on companies having their principal business outside
the U.S. The stocks are selected on their growth potential. The
global mutual fund has a three year annualized return of
16.13%.
As of May 2012, this global mutual fund held 40 issues, with
7.71% of its total assets invested in Apple, Inc.
ING Global Value Choice A (NAWGX) invests at least 65% of
its assets in different countries, including the U.S. The majority
of its assets are invested in stocks, depository receipts,
derivatives and convertible securities. Not more than 25% of its
assets are invested in companies from emerging markets. The global
mutual fund has a three year annualized return of 6.93%.
The fund manager is Andrew J Thelen and he has managed this
global mutual fund since 2012.
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
(HALAX): ETF Research Reports
(MGLBX): ETF Research Reports
(NAWGX): ETF Research Reports
(PGROX): ETF Research Reports
(THOAX): ETF Research Reports
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