| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
2
1
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
#164 in Foreign Large Blend
U.S. News evaluated 213 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Euro Pacific Asset Management funds
Performance
The fund has returned 15.73 percent over the past year, and 7.21 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 0.8% |
| 1 Year | 15.7% |
| 3 Years (Annualized) | 7.2% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are High compared to funds in the same category.
EuroPac International Value Fund has an expense ratio of 1.75 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
