2 / 5 Stars
2 2 1 3 1
Zacks Investment Research
Standard & Poor's
3 / 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 11.43 percent over the past year, and -1.49 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||3.3%|
|3 Years (Annualized)||-1.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus borrowings made for investment purposes) in equity securities of Chinese companies. The portfolio managers consider "Chinese companies" as those companies that (i) are incorporated in mainland China, (ii) derive at least 50% of their revenue or profits from business activities in mainland China, or (iii) maintain at least 50% of their assets in mainland China. It invests no more than 20% of assets in Chinese companies listed on the Shanghai and Shenzhen Stock Exchanges. The fund is non-diversified.
Fees are High compared to funds in the same category.
AllianzGI China Equity Fund has an expense ratio of 1.74 percent.
Risk is Average compared to funds in the same category according to Morningstar.