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Lipper
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Zacks Investment Research
4
(Sell)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 92 World Bond 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 5.57 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -3.4% |
| 1 Year | 5.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks current income and capital appreciation. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in fixed income securities of issuers located in Europe and the Pacific Rim. Although it may invest in fixed income securities rated in any category, it primarily invests in investment grade securities. The fund may invest in securities, including sovereign debt securities, denominated in U.S. dollars or in foreign currencies. There are no maturity restrictions on the overall portfolio or on individual securities. In addition, it may use derivatives as a hedge and to earn income and enhance returns.
Fees
Fees are Average compared to funds in the same category.
EuroPac International Bond Fund has an expense ratio of 1.15 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
