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Top 12 Best Ranked World Stock Mutual Funds of 2010: Part 2

Updated on March 11, 2011

Intro

The following is my second article about Top 12 Best Ranked world stock mutual funds of 2010. Investing in world stock may provide instant diversification for investor or trader portfolio. The easiest way is to invest in world stock funds. Looking at the best ranked for year 2010 winner, may provide instant understanding which fund has made the winner list.

Top 12 Best Ranked World Stock Mutual Funds of 2010:

  1. JHancock Global Opportunities A
  2. American Funds SMALLCAP World A
  3. Invesco Global Small & Mid Cap Gr A
  4. Wintergreen
  5. Janus Global Select A
  6. Nuveen Tradewinds Global All-Cap A
  7. Templeton Global Smaller Comp A
  8. DWS Global Small Cap Growth A
  9. ING Global Value Choice A
  10. Invesco Van Kampen Global Franchise A
  11. Wells Fargo Advantage Global Opps A
  12. Oppenheimer Global Opportunities A

Note: If you miss the first part, please check the following article.


Top 12 Best Ranked World Stock Mutuals Fund: Part 2

(click column header to sort results)
No  
Mutual Funds Description  
Ticker  
Rank  
Yield  
Expense Ratio  
Morningstar Rating  
Total Assets (M)  
Min. To Invest  
5
Janus Global Select A
JORAX
9
0.93%
1.10%
3
$3,810
$2,500
6
Nuveen Tradewinds Global All-Cap A
NWGAX
9
1.77%
1.34%
5
$1,690
$3,000
7
Templeton Global Smaller Comp A
TEMGX
10
0.30%
1.39%
3
$1,170
$1,000
8
DWS Global Small Cap Growth A
KGDAX
11
0.82%
1.63%
3
$498
$1,000
Updated on 3/11/2011
Source

5. Janus Global Select A (JORAX)

The investment in Janus Global Select is looking for long-term growth of capital. The primary net assets investment is in a core group of 30-50 domestic and foreign common stocks. These common stocks are chosen for their growth potential. The fund generally invests a minimum of 40% of its net assets in securities of issuers from diverse countries in the world, exclude the U. S. This non-diversified fund may invest in companies of any size ranging from small, emerging growth companies to larger, well-established companies. The portfolio of this fund as of Dec 2010 is 62.23% in foreign common stock and 32.87% in domestic common stock.

John Eisinger is the fund manager of this fund since Jan 1, 2008. This fund has returned 5.47% over the past five years and 4.26% over the past decade. It has 0.25% of 12b1 fee and a 5.75% of front-end sales load. The minimum balance to invest in brokerage account is $2,500. No IRA account is available. Other class tickers of this fund are JORCX, JANRX, JORFX, JORRX, JORIX and JORNX. Some asset classes of fund have lower expense ratio fee, and no front end sales charge fee.

Top 5 holdings of this fund as of Jan 2011are Bank of America Corp. (4.83%), Ivanhoe Mines Ltd. (4.77%), Morgan Stanley (4.26%), Atmel Corp. (3.87%) and ON Semiconductor Corp. (3.55%). The top 10 industries with the equities percentage are Diversified Banking Inst. (9.56%), Oil Companies - Exploration & Production (8.01%), Commercial Banks Non-US (7.90%), Electronic Components – Semiconductors (6.68%), Metal – Diversified (5.01%), Multi-line Insurance (4.90%), Semiconductors Components/Integrated Cir (4.07%), Life/Health Insurance (3.52%), Steel – Producers (3.33%) and Wireless Equipment (3.13%).


Source

6. Nuveen Tradewinds Global All-Cap A (NWGAX)

Nuveen Tradewinds Global All-Cap investment seeks capital appreciation in long-term. The majority net assets investment of this fund is in equity securities of U.S. and non-U.S. companies. The percentage investment in non-U.S. equity securities is 40%-75% and 25% in equity securities of companies located in emerging markets and maximum of 35% in equity securities of companies located in a single non-U.S. country.

This fund is managed by David B. Iben since Mar 28, 2006. The expense ratio of this fund is 1.34% per year. This fund has 0.25% 12b1 fee and 5.75% front-end sales load. This fund has returned 19.04% over the past one year and 8.90% over the past three years. The minimum balance to invest in this fund is $3,000 for brokerage account and $2,500 for IRA account, with the subsequent balance is $100. Other class tickers of this fund are NWGBX, NWGCX, NWGRX and NGARX.

The top holdings of this fund are Nippon Telegraph and Telephone, Barrick Gold Corp, Newmont Mining Corp, Lilly Eli & Co, Cameco Corp, Electricite De France, Thales Sa, Aetna Inc New and Newcrest Mining Ltd. The top countries as of January 31, 2011 are United States (25.62%), Japan (18.03%), Canada (12.18%), France (6.06%), Russia (3.58%), Brazil (3.03%), South Africa (2.86%), Australia (2.72%), Italy (2.64%) and South Korea (2.22%).


Source

7. Templeton Global Smaller Comp A (TEMGX)

The investment in Templeton Global Smaller Comp pursues for capital growth in long-term. The main assets investment is in the equity securities of smaller companies located anywhere in the world. The fund may invest majority of the assets in the securities of emerging markets with the majority investment in securities with market capitalization less than $4 billion.

The fund manager is Bradley L. Radin since Sep 21, 2007. The expense ratio of this fund is 1.39% per year. This fund has 0.25% 12b1 fee and 5.75% of front-end sales load. Minimum balance to invest in this fund is $1,000 for brokerage account and $250 for IRA account. The other class tickers are TGSAX and TESGX. The TGSAX fund has no 12b1 fee.

The top 10 holdings as of January 31, 2011 are Sealy Corp, Panalpina Welttransport Holding AG, Dah Sing Financial Holdings Ltd., Canaccord Financial Inc., Bank of Ayudhya Public Company Ltd., Hibbett Sports Inc., Brinker International Inc., Henderson Group PLC, Tutor Perini Corp and MF Global Holdings Ltd. The top industries of this fund are Consumer Durables & Apparel, Retailing, Diversified Financials and Banks. North America, Europe and Asia are the top 3 countries for the geographic breakdown.


Source

8. DWS Global Small Cap Growth A (KGDAX)

The investment in DWS Global Small Cap Growth seeks long term above-average capital appreciation. The majority of the net assets as well as any borrowings for investment purposes are invested in common stocks and other equities of small companies throughout the world. These small companies are companies that have similar market values to the smallest 30% of the S&P Developed Broad Market Index. The other minor investment (up to 20%) is invested in common stocks and other equities of large companies or in debt securities.

This fund is managed by Joseph Axtell since Nov 20, 2002. The expense ratio of this fund is 1.63% per year. The fund has 0.24% 12b1 fee and 5.75% front-end sales load fee. This fund has returned 22.80% over the past one year and 4.22% over the past decade. The minimum balance to invest in the brokerage account of this fund is $1,000 and $500 for IRA account. Other class tickers of this fund are KGDBX, KGDCX, KGDIX and SGSCX.

The largest equity holdings of this company as of Dec 31, 2010 are Fresenius Medical Care, EVA Precision Industrial Holdings, Lynas, Deckers Outdoor, NxStage Medical, Universal Entertainment, Diamond Foods, Joy Global, ARM Holdings and SunOpta. 

Top 12 Best Ranked World Stock Mutual Funds Performance

(click column header to sort results)
No  
Mutual Funds Description  
Ticker  
Rank  
1 Yr  
3 Yr  
5 Yr  
10 Yr  
1
JHancock Global Opportunities A
JGPAX
1
20.30%
6.82%
11.82%
N/A
2
American Funds SMALLCAP World A
SMCWX
5
19.92%
-0.21%
3.87%
5.16%
3
Invesco Global Small & Mid Cap Gr A
AGAAX
7
16.69%
-2.68%
2.93%
3.92%
4
Wintergreen
WGRNX
8
20.63%
1.05%
6.20%
N/A
5
Janus Global Select A
JORAX
9
19.73%
-0.89%
5.47%
4.26%
6
Nuveen Tradewinds Global All-Cap A
NWGAX
9
19.04%
8.90%
N/A
N/A
7
Templeton Global Smaller Comp A
TEMGX
10
21.11%
4.23%
3.26%
8.37%
8
DWS Global Small Cap Growth A
KGDAX
11
22.80%
-0.71%
1.34%
4.22%
9
ING Global Value Choice A
NAWGX
13
18.29%
7.94%
10.10%
3.75%
10
Invesco Van Kampen Global Franchise A
VGFAX
14
8.77%
1.62%
5.04%
8.70%
11
Wells Fargo Advantage Global Opps A
EKGAX
18
27.32%
2.26%
4.71%
7.54%
12
Oppenheimer Global Opportunities A
OPGIX
19
7.78%
4.71%
2.46%
5.54%
Updated on 3/11/2011

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