1 / 5 Stars
1 1 1 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#171 in Foreign Large Blend
U.S. News evaluated 209 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 -2.41 percent over the past year, and -0.42 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.7%|
|3 Years (Annualized)||-0.4%|
|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. The fund's advisor considers a country to be part of Europe if it is included in one of the MSCI European indexes and part of the Pacific Rim if any of its borders touches the Pacific Ocean. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in non-U.S. 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.