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Henderson Intl Opportunities R (HFORX) Fund Ranking and Research

Ranking, Research and Recommendation of Henderson Intl Opportunities R (HFORX) Fund

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Graph of Henderson Intl Opportunities R Fund (HFORX) ManagerFund Manager - Stephen Peak

Fund Manager Information

Fund Manager Tenure: 18.0 years
Similar Funds: HFOAX  HFOCX 
Fund Family: Henderson Global
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)

 

Graph of Henderson Intl Opportunities R Fund (HFORX) ProfileHenderson Intl Opportunities R Fund (HFORX) Profile

Fund Profile and Description

Henderson Intl Opportunities R Fund seeks to achieve long-term capital appreciation. Henderson Intl Opportunities R Fund normally invests at least 40% of net assets in equity securities of non-US companies and in at least three different countries. Equity securities include common stocks and related securities, such as preferred stock, convertible securities and depositary receipts. It may also invest a substantial amount of its assets in issuers located in a single country or a limited number of countries and may invest up to 15% of its net assets in illiquid securities.

 

Henderson Intl Opportunities R (HFORX) Fund Strength What we like about Henderson Intl Opportunities R (HFORX) Fund

Data for Henderson Intl Opportunities R Fund (HFORX) as of May 30, 2016

  • Henderson Intl Opportunities R Fund (HFORX) management has been with Henderson Intl Opportunities R Fund for 18.0 years
  • Henderson Intl Opportunities R Fund (HFORX) has good mid-term performance (3-year return 4.27% vs 1.82% Foreign Large Blend category median performance)
  • Henderson Intl Opportunities R Fund (HFORX) has good Long-term performance (5-year return 2.62% vs 1.53% Foreign Large Blend category median performance)
  • Henderson Intl Opportunities R Fund (HFORX) ratio of up-years vs down years is greater than 2
  • Henderson Intl Opportunities R Fund (HFORX) has a Morningstar rating of 4 and above
  • Henderson Intl Opportunities R Fund (HFORX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.33, lower than category average of 12.81

Henderson Intl Opportunities R Fund (HFORX) Weakness What we are cautious about Henderson Intl Opportunities R (HFORX) Fund

Data for Henderson Intl Opportunities R Fund (HFORX) as of May 30, 2016

  • Henderson Intl Opportunities R Fund (HFORX) has a less-than-ideal short-term performance (1-year return -11.43% vs -10.09% Foreign Large Blend category median performance)
  • Henderson Intl Opportunities R Fund (HFORX) has an annual stock turnover rate of 71.00% that is higher than the Foreign Large Blend average of 44.90%. This could mean Henderson Intl Opportunities R is more nimble, but also signal potential high tax impact and high trading fees
  • Henderson Intl Opportunities R Fund (HFORX) has a higher expense ratio of 1.63% than its Foreign Large Blend average of 1.14%
  • Even though Henderson Intl Opportunities R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Henderson Intl Opportunities R Fund (HFORX) performance details as of May 30, 2016

 

What do you think?

 

Compare Henderson Intl Opportunities R Fund (HFORX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Henderson Intl Opportunities R-3.27-11.434.272.62
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare Henderson Intl Opportunities R Fund (HFORX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of Henderson Intl Opportunities R Fund (HFORX) Net Asset TrackingHenderson Intl Opportunities R (HFORX) Fund Net Asset

Track net asset change of Henderson Intl Opportunities R fund (HFORX)

DateNet Asset
05/2016$4.87B
03/2016$4.90B
02/2016$4.59B
More historic net asset information on Henderson Intl Opportunities R Fund (HFORX)

  

Graph of Henderson Intl Opportunities R Fund (HFORX) Portfolio TrackingHenderson Intl Opportunities R (HFORX) Fund Portfolio Allocation

Track portfolio allocation change of Henderson Intl Opportunities R fund (HFORX)

DateCashStockBondOther
04/20160%95.58%4.42%0%
02/20160.29%95.33%4.38%0%
01/20160%93.63%6.37%0%
Click here to see more historic asset allocation information on Henderson Intl Opportunities R Fund (HFORX)

 

graph of Henderson Intl Opportunities R Fund (HFORX) Top 10 Position TrackingTop 10 Holdings in Henderson Intl Opportunities R (HFORX) Fund

Discover what Henderson Intl Opportunities R Fund (HFORX) manager is buying

Apr 29, 2016
Fidelity Treasury Fnd 695 Fnd 695 [4.42%]
ROYAL DUTCH SHELL PL [4.03%]
Teva Pharmaceutical Industries Ltd ADR [3.31%]
Amadeus IT Holding SA A [2.81%]
Renault SA [2.74%]
Deutsche Post AG [2.71%]
Essilor International SA [2.61%]
FRESENIUS SE & CO KG [2.58%]
Roche Holding AG Dividend Right Cert. [2.52%]
SODEXO [2.48%]

Feb 28, 2016
Fidelity Treasury Fnd 695 Fnd 695 [4.38%]
Royal Dutch Shell PLC B [3.77%]
Sodexo [2.85%]
Amadeus IT Holding SA [2.79%]
RENAULT SA REGIE NAT [2.78%]
Essilor International SA [2.63%]
Roche Holding AG Dividend Right Cert. [2.63%]
Deutsche Post AG [2.54%]
AstraZeneca PLC [2.47%]
FRESENIUS SE & CO KG [2.47%]

Jan 30, 2016
Fidelity Treasury Fnd 695 Fnd 695 [6.37%]
BG Group PLC [3.08%]
Amadeus IT Holding SA [2.8%]
Sodexo [2.74%]
AstraZeneca PLC [2.73%]
Essilor International SA [2.71%]
STANDARD LIFE PLC [2.64%]
Roche Holding AG Dividend Right Cert. [2.62%]
DEUTSCHE POST AG [2.53%]
Renault SA [2.53%]
Click here for Stock Holding Change Map in Henderson Intl Opportunities R Fund (HFORX)

  

Latest News on Henderson Intl Opportunities R (HFORX) Fund

See what is happening with Henderson Intl Opportunities R Fund (HFORX)

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Henderson Intl Opportunities R Fund (HFORX) Related ResourcesSee more information on Henderson Intl Opportunities R (HFORX) Fund

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