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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
Aspiriant Risk-Managed Equity Allocation FundGlobal EquitiesApr 3, 20130.28%
7.07%
8.35%
11.02%
48
American Funds The New Economy Fund Class R-3Global EquitiesMay 15, 20021.05%
21.23%
15.57%
8.66%
85
American Funds New Perspective Fund Class R4Global EquitiesMay 15, 20020.75%
7.09%
13.35%
6.22%
29
American Funds New Perspective Fund Class R-6Global EquitiesAug 1, 20080.42%
7.24%
13.81%
6.41%
30
T. Rowe Price Global Growth Stock FundGlobal EquitiesOct 27, 20080.91%
13.36%
12.95%
10.16%
45
Russell Investment Tax-Managed Real Assets FundGlobal EquitiesJun 9, 20191.33%
16.74%
2.45%
84
Capital World Growth and Income Fund Class R-6Global EquitiesMar 26, 19930.41%
15.73%
12.42%
9.42%
73
Sands Capital Global Growth FundGlobal EquitiesMar 30, 20101.15%
1.99%
10.81%
45.66%
4
Saturna Sustainable Equity FundGlobal EquitiesMar 26, 20150.75%37.97%
Guggenheim World Equity Income FundGlobal EquitiesSep 30, 19931.20%
10.52%
9.44%
13.34%
80
American Funds SMALLCAP World Fund Class F-3Global EquitiesApr 30, 19900.66%
13.24%
4.50%
36
Virtus SGA Global Growth FundGlobal EquitiesDec 30, 20100.91%
-4.22%
13.33%
2
First Eagle Global Fund Class AGlobal EquitiesJan 1, 19791.11%
8.20%
10.16%
8.73%
59
First Eagle Global Fund Class IGlobal Equities0.86%
8.31%
10.43%
8.88%
60
Crossmark Steward Global Equity Income FundGlobal EquitiesApr 2, 20080.99%
13.14%
11.62%
5.63%
62
SEI Institutional Investments Trust Global Managed...Global EquitiesJan 31, 20160.25%
8.88%
13.36%
61
DWS Global Small Cap FundGlobal EquitiesSep 9, 19911.12%
20.64%
8.36%
8.60%
86
Symmetry Panoramic Global Equity FundGlobal EquitiesNov 11, 20180.56%
14.47%
7.97%
72
Symmetry Panoramic Tax-Managed Global Equity FundGlobal EquitiesNov 11, 20180.42%
14.12%
3.18%
78
State Street Global All Cap Equity ex-U.S. Index F...Global EquitiesSep 17, 20140.07%
14.22%
9.69%
3.86%
62

Rows per page

201–220 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

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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.

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.

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.

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.

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