Updated Tuesday, September 1, 2015 as of 1:59 AM ET

Do Investors Need Global Funds?

For the past three years, through August, Morningstar’s world stock category of mutual funds returned nearly 14% a year while the funds in the international equities category had annualized returns around 10%. The reason for the wide disparity? World stock funds (also called global stock funds) include some U.S. stocks, which returned well over 17% a year in that period, far better than funds holding only foreign stocks. The superior results from the U.S. positions pushed up returns for global funds.

Get access to this article and thousands more...

All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (1)
this article was actually approved for publication.....if one goes global, one has the best of both worlds...domestic and global growth opportunities....

to say nothing of greater diversification.....

this author is compensated for writing this 'material'?
Posted by Colin S | Tuesday, September 02 2014 at 2:31PM ET
Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here