PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

The Best Global Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Global Equities mutual funds.

Number of Funds
261
Avg. Expense Ratio
0.97%
Avg. Yield
8.26%
Avg. 1 Year Return
22.25%
Median Risk/Return Score
39 / 100
The Best Global Equities Mutual Funds

253 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AALGX
Thrivent Global Stock FundGlobal EquitiesJul 15, 19870.97%
11.38%
11.34%
9.92%
60
ADVDX
abrdn Dynamic Dividend FundGlobal EquitiesSep 21, 20031.25%
12.82%
10.57%
7.72%
75
AGCVX
American Century Global Small Cap FundGlobal EquitiesMar 28, 20161.11%
12.36%
—0.64%
17
AGLOX
Ariel Global FundGlobal EquitiesDec 29, 20111.13%
24.67%
10.38%
13.14%
86
AGOCX
PGIM Jennison Global Equity Income FundGlobal EquitiesDec 30, 19971.94%
18.19%
10.21%
8.13%
85
AGVHX
American Funds Global Insight FundGlobal EquitiesMar 31, 20110.47%
9.79%
—1.08%
39
ALTFX
AB Sustainable Global Thematic FundGlobal EquitiesFeb 28, 19821.02%
4.84%
11.30%
12.90%
7
ANEFX
American Funds The New Economy FundGlobal EquitiesNov 30, 19830.75%
21.42%
16.53%
8.18%
86
ANWFX
American Funds New Perspective Fund Class F-2Global EquitiesMar 13, 19730.51%
7.18%
13.63%
6.36%
29
ANWPX
American Funds New Perspective Fund Class ALarge Cap Growth Equities, Global EquitiesMar 13, 19730.72%
7.10%
13.39%
6.14%
29
APDGX
Artisan Global Value Fund Advisor ClassGlobal EquitiesApr 1, 20151.12%
8.64%
11.75%
4.36%
60
APFDX
Artisan Global Discovery FundGlobal EquitiesAug 20, 20171.38%
4.89%
—18.71%
11
APITX
Yorktown Growth FundGlobal EquitiesJun 13, 19852.04%
18.51%
10.28%
0.00%
38
AQGIX
AQR Global Equity FundGlobal EquitiesDec 30, 20090.80%
13.27%
13.41%
11.64%
77
AQGNX
AQR Global Equity Fund Class NGlobal EquitiesDec 31, 20091.07%
13.09%
13.11%
11.74%
76
AQGRX
AQR Global Equity Fund Class R6Global EquitiesJan 8, 20140.72%
13.22%
13.62%
11.59%
77
ARTGX
Artisan Global Value FundGlobal EquitiesDec 9, 20071.25%
8.59%
11.60%
4.22%
59
ARTHX
Artisan Global Equity FundGlobal EquitiesMar 28, 20101.28%
11.66%
14.02%
20.95%
58
ARTRX
Artisan Global Opportunities Fund Class IGlobal Equities, Large Cap Growth EquitiesSep 22, 20081.14%
5.90%
11.35%
3.37%
11
ATWYX
AB Tax-Managed Wealth Appreciation StrategyGlobal EquitiesSep 1, 20030.38%
11.47%
11.90%
3.96%
61

Rows per page

1–20 of 253

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
0%Annualized Volatility0%Annualized Return

Loading charts...

Best Global Equities Mutual funds by Risk/Return Score

The top Global Equities Mutual funds by PortfoliosLab Risk/Return Score are LVAGX (95) and VGPMX (93). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
SymbolNameRisk / Return RankAUMInception
LVAGX
LSV Global Value Fund
95
—Jun 2014
VGPMX
Vanguard Global Capital Cycles Fund
93
3.90BMay 1984
EPSYX
MainStay Epoch Global Equity Yield Fund
91
—Dec 2005
JGYIX
John Hancock Global Shareholder Yield Fund
91
—Feb 2007
GCCHX
GMO Climate Change Fund
91
—Apr 2017

Best-Performing Global Equities Mutual funds Over 5 Years

The top Global Equities Mutual funds is VGPMX (19.91%). Across the lineup, Global Equities Mutual funds show an average 1-year return of 22.25% and an average 5-year return of 8.08%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5YAUMInception
VGPMX
Vanguard Global Capital Cycles Fund
19.91%
3.90BMay 1984
FIQOX
Fidelity Advisor Worldwide Fund Class Z
15.61%
—Oct 2018
PGEKX
Victory Pioneer Global Equity Fund Class R6
15.49%
—Dec 2014
AQGRX
AQR Global Equity Fund Class R6
15.47%
—Jan 2014
AQGIX
AQR Global Equity Fund
15.37%
—Dec 2009

Lowest-Cost Global Equities Mutual funds

The top Global Equities Mutual funds is GWOAX (0.01%). With an average expense ratio of 0.97%, Global Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
SymbolNameExpense RatioAUMInception
GWOAX
GMO Global Developed Equity Allocation Fund0.01%—Jun 2005
GMGEX
GMO Global Equity Allocation Fund0.01%—Nov 1996
SSGLX
State Street Global All Cap Equity ex-U.S. Index F...0.07%—Sep 2014
UCEQX
USAA Cornerstone Equity Fund0.09%—Jun 2012
VTWAX
Vanguard Total World Stock Index Fund Admiral Shar...0.09%90.20BFeb 2019

Highest-Yield Global Equities Mutual funds

The top Global Equities Mutual funds is WGFIX (79.42%). Across the lineup, Global Equities Mutual funds show an average dividend yield of 8.26%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
SymbolNameDividend YieldAUMInception
WGFIX
William Blair Global Leaders Fund79.42%—Oct 2007
IVGTX
VY Morgan Stanley Global Franchise Portfolio47.27%—Apr 2002
SCGVX
Sands Capital Global Growth Fund45.66%—Mar 2010
MGFAX
MassMutual Global Fund39.87%—Dec 2004
SEEFX
Saturna Sustainable Equity Fund37.97%—Mar 2015

Top Mutual funds Categories

Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 504 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 432 Mutual fundsLarge Cap Blend Equities · 412 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual fundsNontraditional Bonds · 75 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VTWAX vs. VTSAXVTWAX vs. VTVTWAX vs. VTIAXVTWAX vs. VFIAXVTWAX vs. VTWIXVGPMX vs. FSAGXVGPMX vs. GLDVGPMX vs. VOOVGPMX vs. VTSAXVGPMX vs. GLDMANWPX vs. AGTHXANWPX vs. VOOANWPX vs. AIVSXANWPX vs. CGGOANWPX vs. VTIAXDGEIX vs. VTDGEIX vs. DFAWDGEIX vs. AVGEDGEIX vs. SPYDGEIX vs. VTIFWWFX vs. VTFWWFX vs. FTIHXFWWFX vs. FGILXFWWFX vs. FZILXFWWFX vs. FSPSXCWGIX vs. AWSHXCWGIX vs. VTICWGIX vs. VXUSCWGIX vs. VIGAXCWGIX vs. AMCPXSGIIX vs. SPYSGIIX vs. SGOIXSGIIX vs. FEGIXSGIIX vs. VOOSGIIX vs. VWNFXSGENX vs. VOOSGENX vs. SPYSGENX vs. FSPSXSGENX vs. TIBAXSGENX vs. VTTSXRNPGX vs. FSPSXRNPGX vs. SPYRNPGX vs. VOORNPGX vs. FXAIXRNPGX vs. FBKFXANEFX vs. AGTHXANEFX vs. SPYANEFX vs. VTIANEFX vs. SCHDANEFX vs. VFIAX