| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
1
2
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#5 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 20.77 percent over the past year, 9.01 percent over the past three years, -1.74 percent over the past five years, and 10.08 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.6% |
| 1 Year | 20.8% |
| 3 Years (Annualized) | 9.0% |
| 5 Years (Annualized) | -1.7% |
| 10 Years (Annualized) | 10.1% |
Summary
The investment seeks total return from long-term capital growth. The fund invests primarily in equity securities issued by companies with principal business activities in Western Europe. Under normal market conditions, the fund invests at least 80% of the value of its assets in equity securities of European issuers. The fund may utilize exchange-traded futures for the efficient management of cash flows.
Fees
Fees are Above Average compared to funds in the same category.
JPMorgan Intrepid European Fund has an expense ratio of 1.50 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
