Top 10 Stock Funds
 |
| Best World Stock Funds |
The 10 Best No Load World Stock Mutual Funds of 2012 are:
- Wasatch World Innovators (WAGTX)
- Marsico Global (MGLBX)
- Wintergreen Investor (WGRNX)
- Tweedy, Browne Value (TWEBX)
- Old Westbury Global Small & Mid Cap (OWSMX)
- USAA World Growth (USAWX)
- Oakmark Global Select I (OAKWX)
- Managed Account Global SmallCap (MGCSX)
- Janus Global Research D (JANGX)
- Harding Loevner Global Equity Advisor (HLMGX)
Note: These best funds may be suitable for 2013 investment strategy as well.
1. Wasatch World Innovators (WAGTX)
Wasatch World Innovators fund invests majority of its assets in >3 developed countries including U.S. It may invest in emerging markets as well. Samuel S. Stewart Jr. and Joshua Stewart are the fund managers. The investment style is mid growth. The portfolio turnover rate is 85%. Its expense ratio is 1.95%.
MORE: Top World Stock Mutual Funds of 2012
Ranked with 4 stars, it has returned 20.56% over the past 3 year, and 10.56% over the past decade. The top 5 sectors are technology (29.45%), healthcare (28.90%), financial services (15.74%), consumer cyclical (12.49%), and industrials (8.13%). The top 2 stocks in its assets are Apple Inc and Google Inc Class A.
2. Marsico Global (MGLBX)
The Marsico Global fund uses its assets to buy the common stocks of U.S. and foreign companies. The yield is 0%. It is managed by James G. Gendelman and Thomas F. Marsico since 2007. The expense ratio is 1.48% per year.
This 4-star world stock fund can be purchase from 71 brokerages such as Fidelity Retail FundsNetwork-NTF, Ameriprise SPS Advantage, Scottrade NTF, Firstrade, etc. The top 3 sectors are consumer cyclical, technology, and industrials.
3. Wintergreen Investor (WGRNX)
Wintergreen fund invests most of its assets in stocks of undervalued companies around the world. It may participate in arbitrage opportunities. It has high annual expense ratio of 1.86%. The total net assets are $1.5 billion. David J. Winters has managed it since 2005.
Rated with 5 stars rating, the world stock fund has a 3-year average return of 13.74%. Morningstar analysts have ranked it with bronze rating. the best 1 year total return was occurred in 2009 with 32.78%.
4. Tweedy, Browne Value (TWEBX)
This Tweedy, Browne Value fund aim is to provide long term capital appreciation through investment in U.S. and foreign stocks of undervalued companies. It has a yield of 1.25%. The total assets are $485 million. Its expense ratio is 1.40%. You can buy this silver rated mutual fund with $2,500 initial funding.
5. Old Westbury Global Small & Mid Cap (OWSMX)
The Old Westbury Global Small & Mid Cap fund utilizes its assets to purchase a portfolio of stocks of small & medium capitalization companies traded in U.S. and foreign countries. This no load fund has $4.7 billion of assets. The portfolio turnover rate is 37%.
Previous: Best European Stock Mutual Funds of 2012
Ranked with 5 stars, this world stock mutual fund has returned 12.25% over the past 3 year, and 2.42% over the past 5 year. The top 5 holdings are iShares MSCI Emerging Markets Index, iShares MSCI EAFE Small Cap Index, SPDR S&P Emerging Markets Small Cap, SPDR S&P International Small Cap, and iShares MSCI Malaysia Index.
6. USAA World Growth (USAWX)
USAA World Growth fund invests majority of its assets in both domestic and foreign companies stocks. David R. Mannheim and Roger Morley are the fund managers. It has an average expense ratio fee of 1.29%. The total net assets are $637.5 million.
For the past decade, it has return 8.30% per year. The top 3 sectors as of June 2012 are consumer defensive, industrials, and financial services. This is a top S&P mutual fund as well.
7. Oakmark Global Select I (OAKWX)
The Oakmark Global Select fund uses its assets to buy common equities of U.S. and foreign companies. Managed by William C. Nygren and David G. Herro, it is rated with 4 stars and silver rating. The annual expense ratio is 1.24%.
This best world stock mutual fund has a 3-year average return of 11.72%. The worst 1 year total return was occurred in 2008 with -32.49%.
Dreyfus Worldwide Growth I (DPWRX)
This Dreyfus Worldwide Growth fund objective is to provide long term capital growth consistent with capital preservation and current income. This fund utilizes its assets to purchase common stocks of U.S. and non-U.S. companies. The dividend yield is 1.71%. It has $557 million of total assets. Its annual expense ratio is 1.02%.
This best world stock mutual fund has a 5-year annualized return of 2.09%. Morningstar has ranked it with 5 stars rating. The top 5 holdings are Philip Morris International Inc, Exxon Mobil Corporation, Apple Inc, Christian Dior SA, and Coca-Cola Co.
Other classes of this fund are Class A (PGROX), and Class C (PGRCX).
Disclosure: No Position
Fund Information
| No | Fund Description | Ticker | Expenses | YTD Return | 1 Year Return | 3 Year Return | 5 Year Return | 10 Year Return |
|---|---|---|---|---|---|---|---|---|
| 1 | Wasatch World Innovators | WAGTX | Above Average | 10.33 | 3.59 | 20.56 | 1.39 | 10.56 |
| 2 | Marsico Global | MGLBX | Above Average | 10.54 | -5.23 | 14.21 | 1.54 | -- |
| 3 | Wintergreen Investor | WGRNX | Below Average | 0.5 | -4.45 | 13.82 | 1.07 | -- |
| 4 | Tweedy, Browne Value | TWEBX | Low | 7.59 | 3.42 | 12.75 | 0.78 | 5.16 |
| 5 | Old Westbury Global Small & Mid Cap | OWSMX | Below Average | 4.44 | -8.84 | 11.76 | 2.1 | -- |
| 6 | USAA World Growth | USAWX | Below Average | 7 | -3.44 | 11.72 | -0.41 | 8.19 |
| 7 | Oakmark Global Select I | OAKWX | Average | 6.43 | -4.97 | 11.18 | -0.09 | -- |
| 8 | Managed Account Global SmallCap | MGCSX | Average | 5.98 | -8 | 11.73 | 0.23 | -- |
| 9 | Janus Global Research D | JANGX | Above Average | 5.11 | -6.64 | 11.79 | -0.31 | -- |
| 10 | Harding Loevner Global Equity Advisor | HLMGX | Below Average | 7.31 | -4.24 | 10.65 | 0.03 | 7.83 |
| 11 | Royce Global Value Svc | RIVFX | High | -2.97 | -23.42 | 11.18 | -0.18 | -- |
No comments:
Post a Comment