GLOBAL
BEST OVERALL GLOBAL FUND
Dodge & Cox Global Stock (DODWX)
A FAVORITE BECAUSE: We're so high on Dodge & Cox Global Stock that we added it to our Powerfund Portfolios Growth Model soon after it launched in 2008. We like its reasonable fee and still relatively small (for D&C) assets under management.
WE DON'T LIKE: This family ran into some problems resulting from their own success, much like Janus in 1999.
| Named Favorite: | 11/09 |
| Return While Favorite: | 84.33% |
| VS. S&P While Favorite: | -16.44% |
| MAXrating: | 88 |
| Outlook: | 6% |
| Expense Ratio: | 0.63% |
GLOBAL SPECIAL CRITERIA WINNERS
BEST OPEN-END GLOBAL FUND
Dodge & Cox Global Stock (DODWX)
| Named Favorite: | 11/09 |
| Return While Favorite: | 84.33% |
| VS. S&P While Favorite: | -16.44% |
| MAXrating: | 88 |
| Outlook: | 6% |
| Expense Ratio: | 0.63% |
BEST GLOBAL ETF
iShares MSCI Kokusai Index Fund (TOK)
| Named Favorite: | 11/09 |
| Return While Favorite: | 73.62% |
| VS. S&P While Favorite: | -27.15% |
| MAXrating: | NA |
| Outlook: | NA |
| Expense Ratio: | NA |
BEST LOW MINIMUM GLOBAL FUND
Oakmark Global I (OAKGX)
| Named Favorite: | 11/09 |
| Return While Favorite: | 78.56% |
| VS. S&P While Favorite: | -22.21% |
| MAXrating: | 30 |
| Outlook: | 6% |
| Expense Ratio: | 1.15% |
BEST NTF GLOBAL FUND
Janus Global Research Fund (JARFX)
| Named Favorite: | 11/09 |
| Return While Favorite: | 41.41% |
| VS. S&P While Favorite: | -6.09% |
| MAXrating: | |
| Outlook: | % |
| Expense Ratio: | % |
GLOBAL PREVIOUS FAVORITES
| Fund Name/Ticker: | Added | Removed | Return | Vs. S&P | ||
|---|---|---|---|---|---|---|
| Polaris Global Value Fund (PGVFX) | 09/01 | 11/09 | 104.35% | 90.95% | ||
| Manning & Napier World Opprty Fd A (EXWAX) | 09/02 | 11/09 | 140.72% | 98.05% | ||
| (MGLBX) | 05/07 | 11/09 | -100.00% | -70.23% | ||
| Allianz Glb Inv Solut Ret Inc A (AGRAX) | 09/02 | 05/07 | 141.20% | 39.79% | ||
| Vanguard Global Equity Fund (VHGEX) | 09/01 | 08/04 | 50.67% | 39.60% | ||
| T. Rowe Price Global Stock Fd (PRGSX) | 09/01 | 09/02 | -19.08% | 1.44% |
GLOBAL TRANSACTIONS
11/09 - Removed Polaris Global Value Fund (PGVFX). Reason for removal: Better option in special criteria sub-category.
11/09 - Removed Manning & Napier World Opprty Fd A (EXWAX). Reason for removal: Better option in special criteria sub-category.
11/09 - Added Oakmark Global I (OAKGX). Added as Best Global Low Minimum Fund.
11/09 - Added Janus Global Research Fund (JARFX). Added as Best Global No-Transaction Fee Fund.
11/09 - Added iShares MSCI Kokusai Index Fund (TOK). Added as Best Global Exchange Trade Fund.
11/09 - Added Dodge & Cox Global Stock (DODWX). Added as Best Open-End and Best Overall Global fund.
05/07 - Removed Allianz Glb Inv Solut Ret Inc A (AGRAX). Reason for removal: No load fund converted to load fund class structure.
08/04 - Removed Vanguard Global Equity Fund (VHGEX). Reason for removal: Closed to new investors.
09/02 - Removed T. Rowe Price Global Stock Fd (PRGSX). Reason for removal: Erratic or inconsistent performance.
