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 their analytical prowess and expert 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
.
Nuveen Tradewinds Global All-Cap A
(
NWGAX
) seeks capital appreciation. The fund invests 40% to 75% of its
assets in foreign equity securities. Not more than 35% of its
assets are invested in a single foreign nation. The global mutual
fund has a one year annualized return of -1.3%.
The global mutual fund has a minimum initial investment of $
3,000 and an expense ratio of 1.29% compared to a category
average of 1.42%.
DWS RREEF Global Infrastructure A
(
TOLLX
) focuses on capital growth as well as current income to generate
total return. The fund utilizes the majority of its assets to
purchase domestic and foreign companies related to the
infrastructure sector. The global mutual fund is a
non-diversified fund and has a one year annualized return of
20.11%.
As of September 2012, this global mutual fund held 47 issues,
with 7.62% of its total assets invested in TransCanada Corp.
Tweedy,Browne Global Value
(
TBGVX
) seeks capital appreciation over the long term. The fund invests
heavily in foreign securities that are undervalued and have the
potential to grow in the future. It also purchases domestic
equity securities when priced attractively. The global mutual
fund has a one year annualized return of 19.21%.
The fund manager is William D. Browne and he has managed this
global mutual fund since 1993.
ING Global Value Choice A
(
NAWGX
) invests at least 65% of its assets in different countries,
including the U.S. A large share of its assets is 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 one
year annualized return of -1.45%.
The global mutual fund has an expense ratio of 1.42% compared
to a category average of 1.42%.
AllianceBernstein Global Thematic Growth A
(
ALTFX
) seeks capital appreciation over the long term. The fund invests
in a wide range of equity securities issued by domestic and
foreign companies from various sectors and industries. Generally,
it invests in minimum three countries. The global mutual fund has
a one year annualized return of 13.01%.
The fund manager is Joseph P. Carson and he has managed this
global mutual fund since 2008.
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
(ALTFX): ETF Research Reports
(NAWGX): ETF Research Reports
(NWGAX): ETF Research Reports
(TBGVX): ETF Research Reports
(TOLLX): ETF Research Reports
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