2 / 5 Stars
2 2 1 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#14 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 21.01 percent over the past year, and -1.44 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||14.2%|
|3 Years (Annualized)||-1.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in non-U.S. dollar denominated publicly traded stocks of companies of all capitalizations that are economically tied to China or its special administrative regions. In furtherance of its principal investment strategy, it may purchase shares issued by Chinese companies. The fund's sub-advisor will focus the fund's investments in, but not limit them to, dividend-paying Chinese companies.
Fees are High compared to funds in the same category.
EP China Fund has an expense ratio of 1.75 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.