Top World Stock ETFs in 2014

Find top world stock ETFs in 2014. Best ETFs are iShares MSCI Kokusai Fund, SPDR Global Dow ETF, etc. This world stock ETFs invest in companies around the globe.

World Stock Funds

If you are global investors, you may need to consider world stock funds. There are 3 main investment funds which offer world stocks. The investment funds are mutual funds, exchange traded funds (ETFs), and closed end funds (CEFs). You can buy these funds for your brokerage or retirement account (IRA).

This World-stock portfolio invests in companies around the globe. It is common for these portfolios to invest the majority of their assets in the U.S., Europe, Japan, and smaller markets (emerging markets or developing countries). These portfolios typically have 20%-60% of assets in U.S. stocks.

Top Performing Mutual Funds

The top performing list is sorted based on its YTD performance in 2014. Investors can find the review and other fund information such as expense ratio, fund manager, yield, turnover rate, sales load, top holdings, top sectors, etc.

Top world stock ETFs in 2014 are:

1. iShares MSCI Kokusai (TOK)
2. SPDR Global Dow ETF (DGT)
3. SPDR MSCI ACWI IMI (ACIM)
4. First Trust DJ Global Select Dividend (FGD)
5. iShares Global 100 (IOO)
6. iShares MSCI World (URTH)
7. Russell Equity ETF (ONEF)
8. Vanguard Total World Stock Index ETF (VT)
9. iShares MSCI ACWI Index (ACWI)
10. Global X SuperDividend™ ETF (SDIV)
11. WisdomTree Global Equity Income (DEW)
12. Guggenheim S&P Global Dividend Opps Index (LVL)
13. iShares MSCI All Country World Mini Vol (ACWV)
14. FlexShares STOXX Global Broad Infras (NFRA)
15. SPDR S&P Global Dividend ETF (WDIV)
16. AdvisorShares Accuvest Global Opport ETF (ACCU)

Updated on 4/19/2014

iShares MSCI Kokusai (TOK)

Morningstar analysts rank this iShares MSCI Kokusai Fund (TOK) with 3-stars rating. The investment objective is to track the investment results of an index composed of developed market equities, excluding Japan. This world stock fund’s total assets are $490.4 million. It has 0.25% annual expense ratio and is currently traded at discount -0.74% from its NAV. This ETF fund has 2.35% dividend yield. MSCI Kokusai Index is the fund’s benchmark.

More: Top International Stock Closed End Funds

The fund’s YTD return is 0.80%. As one of top world stock ETFs 2014, it has 1-year annualized return of 19.77% and 5-year annualized return of 16.99%. The top holdings are Apple Inc (1.58%), Exxon Mobil Corp (1.48%) and Microsoft Corp (1.08%).

SPDR Global Dow ETF (DGT)

This SPDR Global Dow ETF (DGT) Fund was incepted in September 2000. Its total net assets are $110.99 million. The annual expense ratio is 0.50%. It has 2.42% dividend yield with 13.25% earnings growth in 5 year. This world stock fund has 1-star rating from Morningstar. The CUSIP is 78464A706.

As one of best world stock ETFs in 2014, it has returned 26.12% in 2013, 14.78% in 2012, -12.08% in 2011 and 4.93% in 2010. It also has YTD return of 0.86%.

The top holdings as of April 16, 2014 are Vestas Wind Systems (1.15%), Southwest Airlines Co (1.04%) and Alcoa Inc (1.02%). The top sectors are Financials (17.84%) and Industrials (15.01%).

First Trust DJ Global Select Dividend (FGD)

The CUSIP of this FGD fund is 33734X200. This First Trust DJ Global Select Dividend (FGD) has been introduced to market since 2007. The fund type is Global Equity Income. It has total net assets of $498.33 million. This world stock fund is currently traded at premium 0.57% from its NAV. Its annual expense ratio is 0.60%. The 12-month dividend yield is 4.45%.

More: Top Performing World Stock Mutual Funds January 2013

The First Trust DJ Global Select Dividend (FGD) has YTD return of 4.27%. It also has 5-year annualized return of 20.51% and 3-year annualized return of 9.14%.

The top 3 stocks in its portfolio are ProSiebenSat 1 Media AG (2.52%), Telecom Corporation of New Zealand (1.81%) and Belgacom S.A. (1.80%). The top country exposures are United States (17.17%), Australia (16.48%) and United Kingdom (11.56%).