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
(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
First Eagle Global A
) seeks capital appreciation over the long term. The fund invests a
large proportion of its assets in domestic and foreign common
stocks. Foreign securities make up around 40% of the fund's total
investments. The global mutual fund has a three year annualized
return of 10.9%.
The global mutual fund has a minimum initial investment of
$2,500 and an expense ratio of 1.13% compared to a category average
Aberdeen Global Small Cap A
) utilizes a large share of its assets to purchase equity
securities of small companies worldwide. The companies invested in
must be identical to those that make up the Russell 2000 Index at
the time of purchase. The global mutual fund has a three year
annualized return of 19.36%.
The fund manager is Stephen Docherty and he has managed this
global mutual fund since 2009.
MassMutual Premier Global A
) seeks to generate long term capital appreciation. The fund
invests without any restriction across several countries including
emerging economies. However, it primarily focuses on investments in
developed markets such as the US, Western European countries and
Japan. The global mutual fund has a three year annualized return of
The global mutual fund has an expense ratio of 1.43% compared to
a category average of 1.43%.
Marsico Global Fund
) 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 14.65%.
As of March 2012, this global mutual fund held 40 issues, with
7.27% of its total assets invested in Apple, Inc.
Ivy Cundill Global Value A
) seeks long term capital appreciation by primarily investing in
equity securities issued by local companies in developed as well as
emerging markets. The stocks are considered undervalued compared to
their current market valuations. It may invest up to 20% of its
assets in fixed income securities as well. The global mutual fund
has a three year annualized return of 3.55%.
The fund manager is James Thompson and he has managed this
global mutual fund since 2009.
To view the Zacks Rank and past performance of all global mutual
funds, investors can click here to see the complete list of
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
View All Zacks #1 Ranked Mutual Funds
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