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
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| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Global Stock Index Fund Institutional Plu... | Global Equities | Dec 10, 2002 | 0.11% | 11.37% | 12.73% | 0.00% | 66 |
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.
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5 Years
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.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | |
| Vanguard Global Capital Cycles Fund | 93 | 3.90B | May 1984 | |
| MainStay Epoch Global Equity Yield Fund | 91 | — | Dec 2005 | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | |
| 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.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 19.91% | 3.90B | May 1984 | |
| Fidelity Advisor Worldwide Fund Class Z | 15.61% | — | Oct 2018 | |
| Victory Pioneer Global Equity Fund Class R6 | 15.49% | — | Dec 2014 | |
| AQR Global Equity Fund Class R6 | 15.47% | — | Jan 2014 | |
| 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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 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.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| William Blair Global Leaders Fund | 79.42% | — | Oct 2007 | |
| VY Morgan Stanley Global Franchise Portfolio | 47.27% | — | Apr 2002 | |
| Sands Capital Global Growth Fund | 45.66% | — | Mar 2010 | |
| MassMutual Global Fund | 39.87% | — | Dec 2004 | |
| Saturna Sustainable Equity Fund | 37.97% | — | Mar 2015 |
Top Mutual funds Categories
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