3 / 5 Stars
1 1 2 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 28 China Region Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -12.38 percent over the past year, -2.43 percent over the past three years, and 16.01 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-5.8%|
|3 Years (Annualized)||-2.4%|
|5 Years (Annualized)||16.0%|
|10 Years (Annualized)||N/A|
The investment seeks long term capital appreciation. The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by Chinese companies (including Hong Kong). It may invest without limit in the equity securities of companies of any size, including small-cap and mid-cap companies. Equity securities include, but are not limited to, common stock, preferred stock and depositary receipts. The fund also may invest in equity-linked notes.
Fees are High compared to funds in the same category.
Aberdeen China Opportunities Fund has an expense ratio of 2.25 percent.
Risk is Low compared to funds in the same category according to Morningstar.