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Ex-Euro Zone

Ex-Euro Zone mutual funds and ETFs invest in a wide range of... Ex-Euro Zone mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in a range of countries or regions in the European Union that do not use the Euro as their currency. Several of these funds and ETFs can be actively managed as they require special knowledge of foreign markets and active management may increase the chances of generating a higher return compared to an index fund or passive ETF. As a result, some of these funds can have the flexibility to allocate funds to one or a combination of different asset classes depending on the fund objective and economic environment. Currently, there are 8 countries in Europe that do not use the Euro as their currency: Bulgaria, Croatia, Czech Republic, Hungary, Poland, Romania, and Sweden. Services are the most important sector by far in this region, with industrial output a distant second. The fixed-income portion of these funds may invest in debt securities varying by type (government or corporate), credit quality (investment-grade or junk), duration (short or long), and strategy (inflation-protected or sector-diversified). The equity portion of these funds may invest in common equities, and these can vary by market capitalization (small or large), dividend income (total income or high income), and strategy (sector-based or factor-based), among others. The alternatives portion of these funds may invest in strategies including real estate, currency trading, commodities, derivatives or other techniques relying on volatility, hedge fund, or quantitative strategies. Investors looking to diversify their holdings outside of the U.S. markets and achieve better returns often own Ex-Euro Zone mutual funds and ETFs. Some of these funds, especially those focused on developed economies such as Sweden, are appropriate for conservative-minded investors. Aggressive investors looking to take higher risk might prefer allocations to funds with more exposure to emerging markets (such as Poland), which offer the potential for higher returns. Irrespective of the type of investors, there is an inherent currency risk in these funds as a weaker foreign currency compared to the U.S. dollar could negatively impact investors. Last Updated: 12/03/2024 View more View less

Ex-Euro Zone mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in a range of countries or regions in the European Union that... Ex-Euro Zone mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in a range of countries or regions in the European Union that do not use the Euro as their currency. Several of these funds and ETFs can be actively managed as they require special knowledge of foreign markets and active management may increase the chances of generating a higher return compared to an index fund or passive ETF. As a result, some of these funds can have the flexibility to allocate funds to one or a combination of different asset classes depending on the fund objective and economic environment. Currently, there are 8 countries in Europe that do not use the Euro as their currency: Bulgaria, Croatia, Czech Republic, Hungary, Poland, Romania, and Sweden. Services are the most important sector by far in this region, with industrial output a distant second. The fixed-income portion of these funds may invest in debt securities varying by type (government or corporate), credit quality (investment-grade or junk), duration (short or long), and strategy (inflation-protected or sector-diversified). The equity portion of these funds may invest in common equities, and these can vary by market capitalization (small or large), dividend income (total income or high income), and strategy (sector-based or factor-based), among others. The alternatives portion of these funds may invest in strategies including real estate, currency trading, commodities, derivatives or other techniques relying on volatility, hedge fund, or quantitative strategies. Investors looking to diversify their holdings outside of the U.S. markets and achieve better returns often own Ex-Euro Zone mutual funds and ETFs. Some of these funds, especially those focused on developed economies such as Sweden, are appropriate for conservative-minded investors. Aggressive investors looking to take higher risk might prefer allocations to funds with more exposure to emerging markets (such as Poland), which offer the potential for higher returns. Irrespective of the type of investors, there is an inherent currency risk in these funds as a weaker foreign currency compared to the U.S. dollar could negatively impact investors. Last Updated: 12/03/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 11/29/24
Fidelity Nordic Fund

FNORX | Fund | Other

$63.94

+0.77%

$332.05 M

0.04%

$0.03

7.71%

1.25%

10.88%

8.08%

0.89%

Swiss Helvetia Fund Inc

XSWZX | Fund | Other

$9.47

+0.64%

$126.57 M

0.00%

-

1.61%

-5.13%

-0.06%

2.19%

1.40%

Europe 1.25x Strategy Fund

RYAEX | Fund | A

$114.99

+1.44%

$21.91 M

0.66%

$0.75

5.86%

4.71%

5.81%

3.26%

1.74%

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