4 / 5 Stars
5 4 2 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#11 in Europe Stock
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 26.99 percent over the past year, 13.46 percent over the past three years, and 3.19 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||4.7%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||3.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. Normally, the fund invests at least 80% of its net assets in the equity securities of companies that are located in Europe with market capitalizations up to $5 billion at the time of investment. From time to time, a substantial portion of the fund's assets may be invested in European companies located in a single country. No more than 35% of the fund's net assets may be invested in the securities of companies headquartered in "developing countries."
Fees are High compared to funds in the same category.
Royce European Smaller Companies Fund has an expense ratio of 1.69 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.