Top Global Equity Funds – Mutual Fund Education
Source: http://www.zacks.com/stock/news/22910/Top+Global+Equity+Funds+-+Mutual+Fund+EducationPosted on Tuesday, July 28th, 2009 | In Market Commentary, Stocks to Watch
Today we are featuring top-performing “global equity” mutual funds, which primarily
invest in equity securities of both U.S. and foreign companies.
Investors can find such funds by checking out the entire list of the Zacks #1 Rank
Global Equity Funds.
3 Strong Samples
Ivy Cundill Global Value A (ICDAX) was
incepted in September 2001. The investment seeks to provide long-term capital growth
and may use certain derivative investment techniques for achieving its objective.
The fund invests primarily in equity securities throughout the world, including
emerging market countries. It may invest in a company of any size and in issuers of
any industry.
DIRECTV Group Inc. (DTV),
Liberty Media Corp. (
onclick="quotepop('LMDIA')">LMDIA) and Deutsche Telekom AG (DT) are among the fund?s top
holdings.
ING Global Value Choice A (NAWGX) seeks
long-term capital appreciation by investing in undervalued companies both U.S. and
overseas that possess catalysts to improve profitability and/or unlock value.
The fund manager selects a portfolio through qualitative and fundamental bottom-up
research, with an emphasis on value-oriented stocks. As of January 2009, its
portfolio turnover was 66%.
Unit holders have to make a minimum initial investment of $1,000 to enter this
Zacks#1 Rank (?Strong Buy?) fund. Dividends and capital gains, if any, are
distributed annually.
Oppenheimer Global Opportunities A (OPGIX) seeks
capital appreciation, consistent with preservation of principal, while providing
current income.
At present, the fund emphasizes its investments in stocks, but may invest in debt
securities. Although it may invest in any country, it currently focuses on developed
markets. As a fundamental policy, the fund normally invests in at least four
countries.
The fund has topped the total returns of its benchmark index in the last 1-, 3- and
5-year periods. It has an expense ratio of 1.40%.
Discover Many More Funds
Learn more about the new Zacks Mutual Fund Rank and discover some of the best
market-beating mutual funds by browsing our new mutual funds section. This
part of Zacks.com offers a variety of tools, including mutual fund research, a new
mutual fund screener, helpful answers to frequently asked questions and quick access
to prospectuses and other information.
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.
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Deutsche Telekom Ag, Directv Group Inc, fund manager, Ivy Cundill, Liberty Media Corp, Market Commentary, Principal, Rank Global Equity Funds;, Stocks to Watch, United States, USD, while providing current income, Zacks Market Commentaries
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