AllianzGI China Equity Fund

Scorecard
3 / 5 Stars
Lipper
3 3 1 2 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
E- (Sell)

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.

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Performance

The fund has returned 17.14 percent over the past year, and 1.23 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date -3.9%
1 Year 17.1%
3 Years (Annualized) 1.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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 considers "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

Fees are Above Average compared to funds in the same category.
AllianzGI China Equity Fund has an expense ratio of 1.45 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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See Also:

Top Allianz Funds Funds

China Region Funds

Highest Returns (10-year)

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