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Henderson European Focus C (HFECX) Fund Ranking and Research

Ranking, Research and Recommendation of Henderson European Focus C (HFECX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Henderson European Focus C Fund (HFECX) ManagerFund Manager - Stephen Peak

Fund Manager Information

Fund Manager Tenure: 18.0 years
Similar Funds: HFEAX 
Fund Family: Henderson Global
Fund Category: Europe Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

 

Graph of Henderson European Focus C Fund (HFECX) ProfileHenderson European Focus C Fund (HFECX) Profile

Fund Profile and Description

Henderson European Focus C Fund seeks to achieve long-term capital appreciation. Henderson European Focus C Fund invests normally at least 80% of net assets in equity securities of European companies including common stocks and related securities, such as preferred stocks, convertible securities and depositary receipts.

 

Henderson European Focus C (HFECX) Fund Strength What we like about Henderson European Focus C (HFECX) Fund

Data for Henderson European Focus C Fund (HFECX) as of May 30, 2016

  • Henderson European Focus C Fund (HFECX) management has been with Henderson European Focus C Fund for 18.0 years
  • Henderson European Focus C Fund (HFECX) has good mid-term performance (3-year return 5.96% vs 2.97% Europe Stock category median performance)
  • Henderson European Focus C Fund (HFECX) ratio of up-years vs down years is greater than 2

Henderson European Focus C Fund (HFECX) Weakness What we are cautious about Henderson European Focus C (HFECX) Fund

Data for Henderson European Focus C Fund (HFECX) as of May 30, 2016

  • Henderson European Focus C Fund (HFECX) has a less-than-ideal short-term performance (1-year return -12.83% vs -10.07% Europe Stock category median performance)
  • Henderson European Focus C Fund (HFECX) has a less-than-ideal Long-term performance (5-year return 2.01% vs 3.04% Europe Stock category median performance)
  • Henderson European Focus C Fund (HFECX) has a Morningstar rating of 3 and below
  • Henderson European Focus C Fund (HFECX) has an annual stock turnover rate of 75.00% that is higher than the Europe Stock average of 48.12%. This could mean Henderson European Focus C is more nimble, but also signal potential high tax impact and high trading fees
  • Henderson European Focus C Fund (HFECX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.23 that is higher than category average of 13.08
  • Henderson European Focus C Fund (HFECX) has a higher expense ratio of 2.09% than its Europe Stock average of 1.41%
  • Henderson European Focus C Fund (HFECX) carries a 1% load
See Henderson European Focus C Fund (HFECX) performance details as of May 30, 2016

 

What do you think?

 

Compare Henderson European Focus C Fund (HFECX)Compare with other top Europe Stock category mutual funds

Aadditional top Europe Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Henderson European Focus C-3.07-12.835.962.01
Invesco European Growth A (AEDAX)0.14-5.094.154.57Compare
DFA Continental Small Company I (DFCSX)3.171.9310.254.36Compare
Invesco European Growth Y (AEDYX)0.26-4.854.414.84Compare

See top fund managers for Europe Stock Category Funds

 

Compare Henderson European Focus C Fund (HFECX)Compare with Europe Stock category ETFs

Some Europe Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Europe (IEV)000
SPDR EURO STOXX 50 ETF (FEZ)000
SPDR STOXX Europe 50 ETF (FEU)000
WisdomTree Europe Hedged Equity ETF (HEDJ)-0.17%-9.90%7.10%
Vanguard FTSE Europe ETF (VGK)0.02%-9.82%2.36%

 

Graph of Henderson European Focus C Fund (HFECX) Net Asset TrackingHenderson European Focus C (HFECX) Fund Net Asset

Track net asset change of Henderson European Focus C fund (HFECX)

DateNet Asset
05/2016$3.40B
03/2016$3.48B
02/2016$3.30B
More historic net asset information on Henderson European Focus C Fund (HFECX)

  

Graph of Henderson European Focus C Fund (HFECX) Portfolio TrackingHenderson European Focus C (HFECX) Fund Portfolio Allocation

Track portfolio allocation change of Henderson European Focus C fund (HFECX)

DateCashStockBondOther
04/20161.52%97.95%0%0.53%
02/20161.72%98.14%0%0.14%
01/20163.11%96.85%0%0.04%
Click here to see more historic asset allocation information on Henderson European Focus C Fund (HFECX)

 

graph of Henderson European Focus C Fund (HFECX) Top 10 Position TrackingTop 10 Holdings in Henderson European Focus C (HFECX) Fund

Discover what Henderson European Focus C Fund (HFECX) manager is buying

Apr 29, 2016
Royal Dutch Shell PLC B [6.53%]
Teva Pharmaceutical Industries [5.63%]
ROCHE HLDG AG DIV RT [3.7%]
Dufry AG [3.5%]
NOKIA (AB) OY EUR 0. [3.43%]
Barclays PLC [3.02%]
GENMAB A/S DKK [2.98%]
Poste Italiane SpA [2.85%]
ASML HLDG NV ORD SHS [2.78%]

Feb 28, 2016
Royal Dutch Shell PLC B [6.01%]
ROCHE HLDG AG DIV RT [3.97%]
Nokia OYJ [3.73%]
Teva Pharmaceutical Industries [3.71%]
AstraZeneca PLC [3.45%]
ASML HLDG NV ORD SHS [2.77%]
Renault SA [2.77%]
Dufry AG [2.69%]
Poste Italiane SpA [2.64%]

Jan 30, 2016
BG Group PLC [4.86%]
NOKIA (AB) OY EUR 0. [4.23%]
Teva Pharmaceutical Industries [3.94%]
ROCHE HLDG AG DIV RT [3.87%]
AstraZeneca PLC [3.73%]
Poste Italiane SpA [2.76%]
ASML HLDG NV ORD SHS [2.68%]
Barclays PLC [2.57%]
Dufry AG [2.48%]
Click here for Stock Holding Change Map in Henderson European Focus C Fund (HFECX)

  

Latest News on Henderson European Focus C (HFECX) Fund

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