Tool

Top-Performing Mutual Funds by Category

Global Stock Funds

In the tables below, see the ten top-performing for the past 1-, 3-, 5-, 10- and 20-year periods. Click on any fund's symbol for a daily market snapshot of the fund.

The Kiplinger 25: Our Favorite No-Load Mutual Funds | Read All Fund Watch Columns

Data through August 31, 2016

Global Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Oppenheimer Global Opportunities AOPGIX23.74%12.16%11.51%7.81%11.83%105.75%1.18%
John Hancock Funds Fundamental Global Franchise AJFGAX19.8411.8665.001.32
Good Harbor Tactical Equity Income AGHTAX18.69105.75s1.4
American Beacon SGA Global Growth InvSGAPX17.910.8710.968none1.36
T. Rowe Price Real Assets FundPRAFX17.643.20.7392.00r0.83
Matisse Discounted Closed-End Fund Strategy Class A SharesMDCAX16.997.555.751.62
Morgan Stanley Institutional Global Discovery AMGDPX16.5810.1715.3485.251.69
New Alternatives Fund ANALFX16.3210.398.44.455.72104.751.15
Dreyfus Global Equity Income ADEQAX15.798.859.4535.751.28
INTECH Global Dividend Fund Class AJGDAX15.349.1635.750.83
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through August 31, 2016

Global Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Morgan Stanley Institutional Global Opportunity AMGGPX12.61%18.58%13.11%—%—%95.25%1.25%
Oppenheimer Global Opportunities AOPGIX23.7412.1611.517.8111.83105.751.18
T. Rowe Price Global StockPRGSX10.8811.9711.585.477.1982.00r0.89
John Hancock Funds Fundamental Global Franchise AJFGAX19.8411.8665.001.32
WCM Focused Global Growth InvWFGGX14.7711.5981.00r0.83
Guinness Atkinson Global Innovators FundIWIRX12.3911.415.268.828none1.27
Artisan Global Opportunities Fund InvARTRX13.0211.2712.828none1.19
American Beacon SGA Global Growth InvSGAPX17.910.8710.968none1.36
Fidelity Advisor Global Capital Appreciation AFGEAX4.6410.4610.834.4855.75s1.44
USAA Capital GrowthUSCGX6.5510.411.154.525none1.23
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through August 31, 2016

Global Stock Funds - 5 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Morgan Stanley Institutional Global Discovery AMGDPX16.58%10.17%15.34%—%—%85.25%1.69%
Guinness Atkinson Global Innovators FundIWIRX12.3911.415.268.828none1.27
Morgan Stanley Institutional Global Opportunity AMGGPX12.6118.5813.1195.251.25
Artisan Global Opportunities Fund InvARTRX13.0211.2712.828none1.19
Polaris Global Value FundPGVFX5.848.5112.274.7851.00r0.99
Artisan Global Value Inv**ARTGX8.637.2611.965none1.28
Artisan Global Equity InvARTHX1.46.3711.777none1.37
Oakmark Global Select IOAKWX3.356.0111.769none1.13
T. Rowe Price Global StockPRGSX10.8811.9711.585.477.1982.00r0.89
Oppenheimer Global Opportunities AOPGIX23.7412.1611.517.8111.83105.751.18
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through August 31, 2016

Global Stock Funds - 10 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Thornburg Global Opportunities ATHOAX-6.92%9.62%10.7%8.96%—%74.50%1.32%
Guinness Atkinson Global Innovators FundIWIRX12.3911.415.268.828none1.27
Old Westbury Small & Mid CapOWSMX10.678.289.538.424none1.11
Morgan Stanley Institutional Global Franchise AMSFBX13.779.6810.068.0465.251.25
Nuveen Tradewinds Value Opps ANVOAX9.238.497.137.8965.751.27
Loomis Sayles Global Equity and Income A+LGMAX5.087.047.417.849.2535.751.18
Oppenheimer Global Opportunities AOPGIX23.7412.1611.517.8111.83105.751.18
Wasatch World InnovatorsWAGTX4.265.379.947.7352.00r1.76
First Eagle Global ASGENX12.096.827.617.1110.5925.001.11
USAA World GrowthUSAWX8.917.8711.266.767.016none1.17
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through August 31, 2016

Global Stock Funds - 20 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
RETURN
20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Oppenheimer Global Opportunities AOPGIX23.74%12.16%11.51%7.81%11.83%105.75%1.18%
First Eagle Global ASGENX12.096.827.617.1110.5925.001.11
American Funds Capital World Growth and Income ACWGIX6.326.969.35.399.5745.750.77
Franklin Templeton Mutual Global Discovery ATEDIX3.985.458.995.89.4245.751.25
American Funds New Perspective AANWPX6.78.8410.626.769.3955.750.75
BlackRock Global SmallCap Inv AMDGCX0.825.658.366.319.3695.251.38
Loomis Sayles Global Equity and Income A+LGMAX5.087.047.417.849.2535.751.18
Oppenheimer Global AOPPAX-0.716.539.095.059.0985.751.13
Waddell & Reed Advisor Asset Strategy AUNASX-0.49-0.663.075.949.0335.751.1
Wells Fargo Advantage Intrinsic World Equity AEWEAX3.424.949.264.858.9875.751.4
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.