4 / 5 Stars
3 1 2 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 26 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 4.91 percent over the past year, -0.62 percent over the past three years, 8.12 percent over the past five years, and 12.32 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.5%|
|3 Years (Annualized)||-0.6%|
|5 Years (Annualized)||8.1%|
|10 Years (Annualized)||12.3%|
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 Below Average compared to funds in the same category according to Morningstar.