3 / 5 Stars
2 4 2 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#11 in China Region
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 18.26 percent over the past year, 1.67 percent over the past three years, 13.65 percent over the past five years, and 11.40 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||9.7%|
|3 Years (Annualized)||1.7%|
|5 Years (Annualized)||13.7%|
|10 Years (Annualized)||11.4%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of companies located in the China region (the "80% Policy"). It invests primarily in common stocks of companies which, in the opinion of the investment adviser, will benefit from the economic development and growth of the People's Republic of China. The fund may invest up to 20% of its net assets outside the China region. It invests in companies with a broad range of market capitalizations, including smaller companies. More than 25% of the fund's total assets may be denominated in a single currency. The fund is non-diversified.
Fees are High compared to funds in the same category.
Eaton Vance Greater China Growth Fund has an expense ratio of 1.98 percent.
Risk is Average compared to funds in the same category according to Morningstar.