4 / 5 Stars
5 4 2 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#8 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 10.35 percent over the past year, 10.14 percent over the past three years, and 3.51 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||4.6%|
|3 Years (Annualized)||10.1%|
|5 Years (Annualized)||3.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests its assets primarily in the equity securities of companies located in Europe, i.e., companies that are headquartered, organized and/or whose stock principally trades in Europe, with market capitalizations up to $5 billion. Normally, it 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.
Fees are Above Average 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.