| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
1
1
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E-
(Sell)
|
U.S. News evaluated 27 Europe Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all World Funds, Inc funds
Performance
The fund has returned 10.87 percent over the past year, -3.12 percent over the past three years, 0.55 percent over the past five years, and 12.13 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.5% |
| 1 Year | 10.9% |
| 3 Years (Annualized) | -3.1% |
| 5 Years (Annualized) | 0.6% |
| 10 Years (Annualized) | 12.1% |
Summary
The investment seeks capital appreciation. The fund will invest at least 80% of its total assets in equity securities of companies located in Europe or which conduct a significant portion of their business in countries which are generally considered to comprise Europe. It normally will invest in business activities of not less than three different European countries. Certain of the countries in which the fund invests may be considered emerging markets.
Fees
Fees are High compared to funds in the same category.
European Equity Fund has an expense ratio of 3.50 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
