Europe Stocks Mutual Funds

Europe-focused funds invest in companies headquartered in developed European nations — the UK, Germany, France, Switzerland, and the Nordic region. Provides targeted exposure to one of the world’s largest economic regions.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VEUSX (VANGUARD EUROPEAN STOCK INDEX FUND ADMIRAL SHARES) NA 40.24% -5.90% 4.44% NA NA NA
FIEUX (FIDELITY EUROPE FUND) NA 39.38% -4.62% 5.62% 3.59% 8.96% 8.22%
TEMIX (FRANKLIN MUTUAL EUROPEAN FUND CLASS A) NA 22.04% -0.97% 8.04% 9.28% NA NA
HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) NA 46.50% -0.32% 9.64% 7.62% 10.44% 10.50%
MEURX (FRANKLIN MUTUAL EUROPEAN FUND CLASS Z) NA 22.38% -0.69% 8.40% 9.65% NA NA
IEURX (IVY EUROPEAN OPPORTUNITIES FUND CLASS N) NA NA NA NA NA NA NA
PRESX (T. ROWE PRICE EUROPEAN STOCK FUND T. ROWE PRICE EUROPEAN STOCK FUND) NA 46.25% -3.80% 5.09% 2.29% 8.23% NA
EURIX (Cohen & Steers European Realty I) NA 49.32% NA NA NA NA NA
Data as of 12/08/2009, Common starting date is 08/01/2014

Recent Articles

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …