1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#164 in Foreign Large Blend
U.S. News evaluated 210 Foreign Large Blend 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 -7.47 percent over the past year, and -1.45 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.4%|
|3 Years (Annualized)||-1.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks income and long term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of companies located in Europe and the Pacific Rim. In addition, under normal market conditions it will invest at least 80% of its net assets (plus any borrowings for investment purposes) in non-US companies. The fund will invest in large-, mid-, and small-capitalization companies that are considered by the Advisor to be value oriented and dividend paying companies.
Fees are Above Average compared to funds in the same category.
EuroPac International Value Fund has an expense ratio of 1.76 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.