| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
5
5
2
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
E-
(Sell)
|
U.S. News evaluated 22 Multicurrency 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 4.92 percent over the past year, 4.43 percent over the past three years, and 4.20 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.0% |
| 1 Year | 4.9% |
| 3 Years (Annualized) | 4.4% |
| 5 Years (Annualized) | 4.2% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return. The fund seeks its investment objective by investing in securities, derivatives and other instruments to establish investment exposures in both developed and emerging markets. It invests at least 80% of net assets in (i) securities denominated in foreign currencies, (ii) fixed income instruments issued by foreign entities or sovereign nations, (iii) derivative instruments, denominated in or based on the currencies, interest rates, or issues of foreign entities or sovereign nations, and/or (iv) precious metals and commodities-related instruments.
Fees
Fees are Above Average compared to funds in the same category.
Eaton Vance Diversified Currency Income Fund has an expense ratio of 1.10 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
