| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
2
5
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
U.S. News evaluated 30 China Region Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.54 percent over the past year, 5.83 percent over the past three years, and 3.28 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.9% |
| 1 Year | 16.5% |
| 3 Years (Annualized) | 5.8% |
| 5 Years (Annualized) | 3.3% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide investors with long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that: are organized under the laws of China, Hong Kong or Taiwan; are primarily traded on the China, Hong Kong or Taiwan exchanges; or derive at least 50% of their revenues from business activities in China, Hong Kong or Taiwan, but which are listed and traded elsewhere. It may invest in securities of all market capitalizations, including companies in emerging markets. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Clough China Fund has an expense ratio of 1.95 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
