The global stock mutual funds below are compiled primarily of stocks based in and outside of the United States. We highlight some of the best performing global stock mutual funds of 2014. All data as of Nov. 30.
Deutsche Global Infrastructure (TOLLX)
The Deutsche Global Infrastructure (
TOLLX) fund was launched in 2008 and is managed by multiple managers. The fund currently has $5.9 billion in assets under management (
AUM). It consists primarily of medium and large sized companies in the utility and energy sectors.
YTD, this fund is up 11%.
Largest Holdings
| Symbol |
Company |
Portfolio Weight |
YTD Performance |
|
CCI
|
Crown Castle International Corp
|
6.51%
|
+8%
|
|
ENB
|
Enbridge Inc
|
6.19%
|
+16%
|
|
AMT
|
American Tower Corp
|
1.61%
|
+68%
|
Crown Castle International Corp (CCI) – This
real estate investment trust had a volatile year, but is ending the year close to all time highs.
Enbridge Inc (ENB) – Shares of Canada-based Enbridge jumped modestly in 2014 led by a dividend boost and acquisition announcements.
American Tower Corp (AMT) – Shares of AMT surged in 2014 and will enter 2015 close to all time highs.
Thornburg Global Opportunities (THOAX)
The Thornburg Global Opportunities (
THOAX) fund was launched in 2006 and is managed by Brian J. McMahon and W. Vinson Walden. The fund currently has approximately $1 billion in assets under management (
AUM). It is well balanced across sectors, with its largest holdings in the technology and customer cyclical sectors.
Largest Holdings
| Symbol |
Company |
Portfolio Weight |
YTD Performance |
|
VRX
|
Valeant Pharmaceuticals International
|
5.14%
|
+19%
|
|
LON:BDEV
|
Barratt Developments PLC
|
4.56%
|
+31%
|
|
INXN
|
InterXion Holding NV
|
4.29%
|
+15%
|
Valeant Pharmaceuticals International (VRX) – Canada-based Valeant Pharmaceuticals dipped for the first half of 2014, but began to rebound into positive territory at the end of the summer.
Barratt Developments PLC (LON:BDEV) - This London-based holding company jumped 31% in 2014 after posting impressive earnings results.
InterXion Holding NV (INXN) - Netherlands-based InterXion saw a modest 15% gain in 2014, closing out the year near all time highs.
Guinness Atkinson Global Innovators (IWIRX)
The Guinness Atkinson Global Innovators (
IWIRX) was launched in 1998 and is managed by Ian Mortimer and Matthew Page. The fund currently has $152 million in assets under management (
AUM). The holdings in the fund are primarily giant sized companies in the technology and industrials sectors.
YTD, the fund is up 14%
YTD.
Largest Holdings
| Symbol |
Company |
Portfolio Weight |
YTD Performance |
|
EBAY
|
eBay
|
3.69%
|
+5%
|
|
ICE
|
Intercontinental Exchange Inc
|
3.49%
|
+1%
|
|
LLL
|
L-3 Communications Holdings Inc
|
3.47%
|
+20%
|
eBay (EBAY) – Although the company announced the long awaited spin-off of PayPal, shares remained rocky in 2014 – resulting in a flat year.
Intercontinental Exchange Inc (ICE) – Shares of ICE fell for the majority of 2014, but jumped in the fall. Overall, the year was nearly flat for the stock.
L-3 Communications Holdings Inc (LLL) – Despite a fall in July, the stock is ending the year at all time highs.
The Bottom Line
The funds above were a part of the best performing mutual funds so far in 2014. For a complete list,
click here.
