3 / 5 Stars
3 4 1 1 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#5 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 13.95 percent over the past year, 3.95 percent over the past three years, 16.21 percent over the past five years, and 9.98 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.9%|
|3 Years (Annualized)||4.0%|
|5 Years (Annualized)||16.2%|
|10 Years (Annualized)||10.0%|
The investment seeks long-term capital appreciation. Under normal market conditions, the fund 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 that, in the opinion of the investment sub-adviser, will benefit from the economic development and growth of the People's Republic of China. The fund may invest 25% or more of its total assets in securities in any one country in the China region. It may invest up to 20% of its net assets outside the China region. 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.