2 / 5 Stars
1 1 1 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 28 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 20.10 percent over the past year, 5.82 percent over the past three years, 9.16 percent over the past five years, and 7.17 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||16.0%|
|3 Years (Annualized)||5.8%|
|5 Years (Annualized)||9.2%|
|10 Years (Annualized)||7.2%|
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. It typically invests in companies located in the more developed markets of Europe, but also may, to a lesser extent, invest in companies operating in Europe's emerging markets when the manager believes that market considerations in these markets are favorable.
Fees are High compared to funds in the same category.
Ivy European Opportunities Fund has an expense ratio of 2.89 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.