4 / 5 Stars
3 1 5 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
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 16.71 percent over the past year, 5.64 percent over the past three years, 1.07 percent over the past five years, and 10.00 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||6.2%|
|3 Years (Annualized)||5.6%|
|5 Years (Annualized)||1.1%|
|10 Years (Annualized)||10.0%|
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 also invests in merger arbitrage securities and the debt and equity of distressed companies. The fund 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.
Fees are High compared to funds in the same category.
Mutual European Fund has an expense ratio of 2.13 percent.
Risk is Low compared to funds in the same category according to Morningstar.