| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
1
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
#17 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.
Performance
The fund has returned 9.60 percent over the past year, 7.02 percent over the past three years, -4.02 percent over the past five years, and 10.12 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.0% |
| 1 Year | 9.6% |
| 3 Years (Annualized) | 7.0% |
| 5 Years (Annualized) | -4.0% |
| 10 Years (Annualized) | 10.1% |
Summary
The investment seeks to provide growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in the equity securities of European companies of any size, which may include: large European companies, European companies of any size that provide growth opportunities, small-capitalization companies in the more developed markets of Europe, and companies operating in Europe's emerging markets.
Fees
Fees are Above Average compared to funds in the same category.
Ivy European Opportunities Fund has an expense ratio of 1.84 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
