3 / 5 Stars
2 2 1 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 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 24.00 percent over the past year, 11.59 percent over the past three years, -3.38 percent over the past five years, and 9.72 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||5.4%|
|3 Years (Annualized)||11.6%|
|5 Years (Annualized)||-3.4%|
|10 Years (Annualized)||9.7%|
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 are High compared to funds in the same category.
Ivy European Opportunities Fund has an expense ratio of 1.19 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.