European Equity Fund
New York symbol EEA, is a closed-end fund that invests mainly in large-capitalization European stocks in the 15 countries that use the Euro currency. It may invest up to 20% of its assets in countries that do not use the Euro currency.
EUROPEAN EQUITY FUND $5.46 (New York symbol EEA; CWA Fund Rating: Conservative) invests mainly in large-capitalization European stocks in the 15 countries that use the Euro currency. It may invest up to 20% of its assets in countries that do not use the Euro currency.
The countries that use the Euro currency are Austria, Belgium, Finland, France, Germany, Greece, Ireland, Italy, …read more »
IVY EUROPEAN FUND $12.72 (CWA Rating: Aggressive) holds mostly good quality stocks, although it has underperformed the longer-term benchmark Morgan Stanley indexes.
We don’t see any reason to hold a mutual fund that concentrates in Europe. If you want European exposure, consider Ivy Foreign Equity Fund (see above), or the closed-end EUROPEAN EQUITY FUND $7.11 (New York symbol EEA; CWA Fund …read more »
At one time, mutual funds within a particular ‘fund family’ often shared some key investment characteristic, such as a conservative or aggressive investment approach, or a stress on value as opposed to growth.
However, due to corporate mergers and takeovers in the mutual-funds industry, and more aggressive marketing, a fund’s membership in a fund family now has little bearing on its …read more »
CHILE FUND $17.05 (New York symbol CH) (CWA Rating: Aggressive) invests primarily in Chilean stocks. It’s managed by Credit Suisse Asset Management, a division of Credit Suisse, Switzerland’s second-largest bank.
Prices for copper, a key commodity for Chile, are down from the all-time highs they reached in June, 2008, but still remain strong. Chile is a major exporter of copper, particularly …read more »
IVY EUROPEAN FUND $14.39 (CWA Rating: Aggressive) holds mostly good quality stocks, although it has underperformed the longer-term benchmark Morgan Stanley indexes.
We don’t see any reason to hold a mutual fund that concentrates in Europe. If you want European exposure, consider Ivy Foreign Equity Fund (see above), or the closed-end EUROPEAN EQUITY FUND $11 (New York symbol EEA; CWA Fund …read more »
At one time, mutual funds within a particular ‘fund family’ often shared some key investment characteristic, such as a conservative or aggressive investment approach, or a stress on value as opposed to growth.
However, due to corporate mergers and takeovers in the mutual-funds industry, and more aggressive marketing, a fund’s membership in a fund family now has little bearing on its …read more »
EUROPEAN EQUITY FUND $10.71 (New York symbol EEA; CWA Fund Rating: Conservative) invests mainly in large-capitalization European stocks in the 15 countries that use the Euro currency.
These countries are Austria, Belgium, Finland, France, Germany, Greece, Ireland, Italy, Luxembourg, the Netherlands, Portugal, Slovenia, Cyprus, Malta and Spain.
The fund’s top holdings are: AXA (French insurance), Siemens (German industrial conglomerate), Telefonica (Spanish diversified …read more »
EUROPEAN EQUITY FUND $13.02 (New York symbol EEA; CWA Fund Rating: Conservative) invests mainly in large-capitalization European stocks in the 13 countries that use the Euro currency.
These countries are Austria, Belgium, Finland, France, Germany, Greece, Ireland, Italy, Luxembourg, the Netherlands, Portugal, Slovenia and Spain.
The fund’s top holdings are: AXA (French insurance), Siemens (German industrial conglomerate), Total (French oil and gas), …read more »
IVY EUROPEAN FUND $13.44 (CWA Rating: Aggressive) holds mostly good quality stocks, although it has underperformed the benchmark Morgan Stanley indexes.
We don’t see any reason to hold a mutual fund that concentrates in Europe. If you want European exposure, consider Ivy Foreign Equity Fund (see above), or the closed-end European Equity Fund (see box this page).
Ivy European Fund is a …read more »
At one time, mutual funds within a particular ‘fund family’ often shared some key investment characteristic, such as a conservative or aggressive investment approach, or a stress on value as opposed to growth. However, due to trends in the mutual-funds
industry such as corporate mergers and takeovers, and more aggressive marketing, a fund’s membership in a fund family now has little …read more »
