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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 12 Latin America Stock 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 14.93 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.6% |
| 1 Year | 14.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long term capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in equity securities of Latin American companies of any market capitalization. It considers a company to be a Latin American company if the company is organized in Latin America or it derives at least 50% of its revenues or profits from business activities in Latin America. The fund's equity investments include common stock, preferred stock, and warrants. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Euro Pacific Latin America Fund has an expense ratio of 1.75 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
