| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#3 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.
Performance
The fund has returned 29.11 percent over the past year, and 15.76 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 6.6% |
| 1 Year | 29.1% |
| 3 Years (Annualized) | 15.8% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of the fund's assets in equity securities or equity-linked instruments of issuers located in Europe, including issuers in emerging markets countries. Equity-linked securities are hybrid debt securities whose return is connected to an underlying equity, usually a stock. The fund intends to diversify its investments among countries and normally to have represented in the portfolio business activities of a number of different countries. In determining the "location" of an issuer, the subadviser primarily relies on the country where the issuer is incorporated.
Fees
Fees are High compared to funds in the same category.
Virtus Greater European Opportunities Fund has an expense ratio of 1.45 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
