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Global mutual funds are excellent options for investors looking to widen exposure across countries. Central banks of major regions including the Eurozone, China and Japan opted for economic stimulus measures such as rate cuts and monetary easing to boost their respective economies. In this environment, these countries provide lucrative investment propositions.
Moreover, the recent lift-off by the Fed indicated that the U.S. economy is likely to see stable growth in the near term. Thus a portfolio having exposure to both domestic and foreign securities will help in reducing risk and enhancing returns. However, investors need to be careful while investing in these funds, given the heightened uncertainty.
BlackRock Global Dividend Investor A (BABDX - Free Report) seeks growth of income. BABDX invests a major part of its assets in dividend-paying securities. The fund also invests more than two-fifth of its assets in securities of foreign companies. BlackRock Global Dividend Investor A has a year-to-date return of 9%.
BABDX has an expense ratio of 1.02% as compared to the category average of 1.24%.
Manning & Napier World Opportunities A primarily invests its assets in securities of non-U.S. companies. EXWAX seeks growth for the long run by investing mainly in those foreign companies which have market-cap of small-, mid-, or large-size and are located in the emerging and developed markets. The Manning & Napier World Opportunities A has a year-to-date return of 6.1%.
Marc Tommasi is one of the fund managers of EXWAX since 1996.
MFS Global Equity R5 (MWEMX - Free Report) seeks appreciation of capital. MWEMX invests the bulk of its assets in common stocks. The fund invests either in value and growth companies or in both value and growth companies.MFS Global Equity R5has a year-to-date return of 8.8%.
MWEMX has an expense ratio of 0.88% as compared to the category average of 1.24%.
Fidelity Series All-Sector Equity F invests the lion’s share of its assets in common stocks of both domestic and foreign companies. FSFFX seeks growth of capital. The fund not only invests in value and growth companies but also in a combination of value and growth companies. It considers financial strength and economic conditions before investing in a company. Fidelity Series All-Sector Equity F has a year-to-date return of 7.7%.
As of July 2016, FSFFX held 207 issues, with 11.14% of its assets invested in S&P500 E-Mini Future September 16 Esu6.
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4 Best-Ranked Global Mutual Funds to Invest In
Global mutual funds are excellent options for investors looking to widen exposure across countries. Central banks of major regions including the Eurozone, China and Japan opted for economic stimulus measures such as rate cuts and monetary easing to boost their respective economies. In this environment, these countries provide lucrative investment propositions.
Moreover, the recent lift-off by the Fed indicated that the U.S. economy is likely to see stable growth in the near term. Thus a portfolio having exposure to both domestic and foreign securities will help in reducing risk and enhancing returns. However, investors need to be careful while investing in these funds, given the heightened uncertainty.
Below we share with you four top-rated global mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of global funds.
BlackRock Global Dividend Investor A (BABDX - Free Report) seeks growth of income. BABDX invests a major part of its assets in dividend-paying securities. The fund also invests more than two-fifth of its assets in securities of foreign companies. BlackRock Global Dividend Investor A has a year-to-date return of 9%.
BABDX has an expense ratio of 1.02% as compared to the category average of 1.24%.
Manning & Napier World Opportunities A primarily invests its assets in securities of non-U.S. companies. EXWAX seeks growth for the long run by investing mainly in those foreign companies which have market-cap of small-, mid-, or large-size and are located in the emerging and developed markets. The Manning & Napier World Opportunities A has a year-to-date return of 6.1%.
Marc Tommasi is one of the fund managers of EXWAX since 1996.
MFS Global Equity R5 (MWEMX - Free Report) seeks appreciation of capital. MWEMX invests the bulk of its assets in common stocks. The fund invests either in value and growth companies or in both value and growth companies.MFS Global Equity R5has a year-to-date return of 8.8%.
MWEMX has an expense ratio of 0.88% as compared to the category average of 1.24%.
Fidelity Series All-Sector Equity F invests the lion’s share of its assets in common stocks of both domestic and foreign companies. FSFFX seeks growth of capital. The fund not only invests in value and growth companies but also in a combination of value and growth companies. It considers financial strength and economic conditions before investing in a company. Fidelity Series All-Sector Equity F has a year-to-date return of 7.7%.
As of July 2016, FSFFX held 207 issues, with 11.14% of its assets invested in S&P500 E-Mini Future September 16 Esu6.
To view the Zacks Rank and past performance of all global mutual funds, investors can click here to see the complete list of global funds.
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