2 / 5 Stars
3 1 1 4 3
Zacks Investment Research
1 (Strong Buy)
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 15.75 percent over the past year, -3.14 percent over the past three years, 18.27 percent over the past five years, and 10.01 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||-3.1%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||10.0%|
The investment seeks long-term capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in stocks of companies that (i) are principally traded in China, Hong Kong or Taiwan (Greater China), (ii) derive at least 50% of their revenues from Greater China, or (iii) have at least 50% of their assets in Greater China. The portfolio managers generally seek companies with accelerated earnings outlooks and whose share prices appear to be reasonably valued relative to their growth potential. The fund is non-diversified.
Fees are High compared to funds in the same category.
Dreyfus Greater China Fund has an expense ratio of 2.44 percent.
Risk is High compared to funds in the same category according to Morningstar.