1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#57 in World Bond
U.S. News evaluated 97 World Bond 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 -2.68 percent over the past year, and 0.90 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.1%|
|3 Years (Annualized)||0.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks current income and capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in fixed income securities of non-U.S. 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.
Fees are Low compared to funds in the same category.
EuroPac International Bond Fund has an expense ratio of 1.15 percent.
Risk is High compared to funds in the same category according to Morningstar.