Top Performing Europe Stock Mutual Funds 2013
Europe stock mutual funds invest primarily in stocks of European companies. They invest especially in developed countries such as Britain, the Netherlands, France, German, Spain, Italy, and Switzerland. It may invest in small European countries especially the emerging markets of Eastern Europe. Depending on the fund’s objective it may invest in large cap, mid cap, or small cap companies.
The top performing list is sorted based on its 1 year total return performance. Investors can find the review and other fund information such as expense ratio, fund manager, yield, turnover rate, sales load, top holdings, top sectors, etc.
The top performing Europe stock mutual funds February 2013 are:
- DFA United Kingdom Small Company I (DFUKX)
- Invesco European Small Company Fund (ESMAX)
- Virtus Greater European Opportunities Fund (VGEAX)
- T. Rowe Price Emerging Europe Fund (TREMX)
- JPMorgan Intrepid European Fund (VEUAX)
- Fidelity Europe Capital Fund (FECAX)
- BlackRock EuroFund Fund (MDEFX)
- Fidelity Europe Fund (FIEUX)
- Putnam Europe Equity Fund (PEUGX)
- Columbia Acorn European Fund (CAEAX)
DFA United Kingdom Small Company Fund (DFUKX)This DFA United Kingdom Small Company Fund utilizes its assets to purchase stocks of small companies associated with the United Kingdom. It has 0.63% expense ratio. The fund’s objective is to provide long term capital growth. There is no sales load and it has a yield of 2.56%. The fund’s CUSIP number is 233-203-207 and its NAV is $29.90.
More: Best European Stock Mutual Funds 2012
Morningstar has ranked it with 5 stars rating. In 2012, the YTD return is 38.82%. It has returned 17.42% over the past 3 year, and 13.60% over the past decade. The top 3 stocks in its portfolio are Babcock International Group PLC, Melrose PLC, and Persimmon PLC.
Invesco European Small Company Fund (ESMAX)
Invesco European Small Company Fund is a load mutual fund. It has expense ratio of 1.67%. The dividend yield is 1.24%. It invests mainly in securities of small European companies. The NAV 52-week range is $9.65-12.27. The portfolio turnover rate is 20%. It uses investment style of small value. The fund managers are Jason T. Holzer and Borge Endresen.
Ranked with 5 stars rating, the top 3 sectors are industrials, consumer cyclical, and consumer defensive. As one of the top performing Europe stock mutual funds 2013, it has a 5 year average return of 4.57%. In 2012, the year-to-date return is 31.04%.
Virtus Greater European Opportunities Fund (VGEAX)
This Virtus Greater European Opportunities Fund aim is to provide long term capital appreciation. It uses its assets to buy equity securities or instruments of issuers located in Europe, including emerging markets countries. Matthew Benkendorf is the fund manager since 2009. It has yield of 0.78%. Its expense ratio fee is 1.45% per year.
More: Best Performing World Stock Mutual Funds January 2013
This top performing Europe stock mutual fund of 2013 has a 3-year annualized return of 12.79%. The best 1 year total return was achieved in 2012 with 25.64%. The minimum initial investment is $2,500. You can buy the mutual fund from online brokerage. You can invest in your regular account or retirement account.
T. Rowe Price Emerging Europe Fund (TREMX)
The T. Rowe Price Emerging Europe Fund is a no load mutual fund. This top performing mutual fund focuses its investment in stocks of companies located in the emerging markets of Europe, including Eastern Europe and the former Soviet Union. Its dividend yield is 0.72%. The total assets are $430 million. It has 10.9% of portfolio turnover rate. Managed by S. Leigh Innes, the fund’s shares price is $20.48.
As of January 2013, the top 5 stocks are Sberbank Of Russia, OAO Gazprom ADR, OAO Novatek GDR, Globaltrans Investment PLC GDR, and Turkiye Halk Bankasi A.S. Morningstar has ranked it with 1 star rating. The 3 year average return is 4.24%.
Disclosure: No Position
Fund Performance
| No | Fund Description | Ticker | 1 Year Return % | Expense Ratio % |
|---|---|---|---|---|
| 1 | DFA United Kingdom Small Company I | DFUKX | 34.76 | 0.63 |
| 2 | Invesco European Small Company A | ESMAX | 27.42 | 1.67 |
| 3 | Virtus Greater European Opportunities A | VGEAX | 23.85 | 1.45 |
| 4 | T. Rowe Price Emerging Europe Fund | TREMX | 23.77 | 1.55 |
| 5 | JPMorgan Intrepid European A | VEUAX | 23.02 | 1.50 |
| 6 | Fidelity Europe Capital A | FECAX | 22.75 | 0.92 |
| 7 | BlackRock EuroFund Inv A | MDEFX | 22.55 | 1.33 |
| 8 | Fidelity Europe | FIEUX | 22.37 | 0.80 |
| 9 | Putnam Europe Equity A | PEUGX | 22.23 | 1.47 |
| 10 | Columbia Acorn European A | CAEAX | 22.08 | 0.75 |
No comments:
Post a Comment