4 / 5 Stars
3 2 5 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#7 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.
The fund has returned 20.15 percent over the past year, 9.01 percent over the past three years, 13.23 percent over the past five years, and 9.65 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.2%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||13.2%|
|10 Years (Annualized)||9.6%|
The investment seeks capital appreciation; income is a secondary consideration. The fund invests at least 80% of its net assets in securities of European companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). It normally invests in securities from at least five different countries, although, from time to time, it may invest all of its assets in a single country. The fund also may invest up to 20% of its total assets in securities of U.S. issuers and of issuers from the Middle East and the remaining regions of the world, including emerging markets.
Fees are Above Average compared to funds in the same category.
Mutual European Fund has an expense ratio of 1.43 percent.
Risk is Low compared to funds in the same category according to Morningstar.