Ivy European Opportunities Fund

Scorecard
2 / 5 Stars
Lipper
1 2 1 1 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

#17 in Europe Stock

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.

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Performance

The fund has returned 20.82 percent over the past year, 6.89 percent over the past three years, 15.21 percent over the past five years, and 6.08 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 0.3%
1 Year 20.8%
3 Years (Annualized) 6.9%
5 Years (Annualized) 15.2%
10 Years (Annualized) 6.1%

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Summary

The investment seeks to provide growth of capital. The fund invests normally at least 80% of its net assets in the equity securities of European companies. While the fund tends to favor securities issued by large capitalization European companies, it may invest in securities issued by European companies of any size that provide investment opportunities. The fund typically invests in companies located in the more developed markets of Europe, but also may, to a lesser extent, invest in issuers located or doing business in countries with new or comparatively underdeveloped economies.

Fees

Fees are Above Average compared to funds in the same category.
Ivy European Opportunities Fund has an expense ratio of 1.81 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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