2 / 5 Stars
2 1 1 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#20 in Europe Stock
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.
The fund has returned 10.95 percent over the past year, -0.53 percent over the past three years, 13.82 percent over the past five years, and 10.86 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||10.2%|
|3 Years (Annualized)||-0.5%|
|5 Years (Annualized)||13.8%|
|10 Years (Annualized)||10.9%|
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 are High compared to funds in the same category.
European Equity Fund has an expense ratio of 2.75 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.