Top 5 Zacks #1 Ranked Global Mutual Funds - Best of Funds
September 14 2012 - 2:44PM
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
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.
MainStay Epoch Global Equity Yield A (EPSPX) invests in a
wide range of equity securities issued by firms across the globe,
including domestic companies. The fund focuses on investing in
companies with a history of paying steady dividends, irrespective
of their size. This high yield mutual fund returned 5.7% over the
last one year period.
The global mutual fund has a minimum initial investment of $250
and an expense ratio of 1.42% compared to a category average of
1.41%.
Hartford Global Real Asset A (HRLAX) seeks total returns
over the long term higher than inflation over a business cycle. The
fund invests in a wide range of inflation related equity
securities, bonds and commodity-linked instruments. This high yield
mutual fund returned -13.65% over the last one year period.
The fund manager is Lindsay M. Politi and he has managed this
global mutual fund since 2010.
Wells Fargo Advantage Intrinsic World Equity A (EWEAX)
invests the majority of its assets in not less than three countries
at the same time, including the U.S. The fund invests a maximum of
25% of its assets in a single country. This high yield mutual fund
returned 4.84% over the last one year period.
As of July 2012, this global mutual fund held 54 issues, with
3.86% of its total assets invested in Wfa Cash Inv Mm Fund Par
3800.
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. This high yield mutual fund returned
-19.56% over the last one year period.
The fund manager is Andrew J Thelen and he has managed this
global mutual fund since 2012.
Virtus Global Infrastructure A
(PGUAX) invests a major portion of its assets in equity
securities of infrastructure companies. Investments are spread over
three countries, one of which is the US. A minimum of 25% of its
assets are utilized to purchase domestic securities. This high
yield mutual fund returned 11.44% over the last one year
period.
The global mutual
fund has a minimum initial investment of $2,500 and an expense
ratio of 1.34% compared to a category average of 1.41%.
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
(EPSPX): ETF Research Reports
(EWEAX): ETF Research Reports
(HRLAX): ETF Research Reports
(NWGAX): ETF Research Reports
(PGUAX): ETF Research Reports
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