4 / 5 Stars
4 3 1 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 25 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 41.38 percent over the past year, 8.18 percent over the past three years, 24.29 percent over the past five years, and 11.93 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.3%|
|3 Years (Annualized)||8.2%|
|5 Years (Annualized)||24.3%|
|10 Years (Annualized)||11.9%|
The investment seeks to achieve long-term capital appreciation primarily through investment in equities of European companies. The fund invests at least 80% of its net assets in equity securities of European companies. Equity securities include common stocks and related securities, such as preferred stock, convertible securities and depositary receipts. It has no limits on the geographic asset distribution of its investments within Europe. The fund may also invest a substantial amount of its assets in issuers located in a single country or a limited number of countries and may invest up to 15% of its net assets in illiquid securities.
Fees are High compared to funds in the same category.
Henderson European Focus Fund has an expense ratio of 2.27 percent.
Risk is High compared to funds in the same category according to Morningstar.