EP China Fund

Class A (EPHCX)
Scorecard
3 / 5 Stars
Lipper
2 3 1 3 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
E (Sell)

#10 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.

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Performance

The fund has returned 14.47 percent over the past year, and 0.71 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -1.2%
1 Year 14.5%
3 Years (Annualized) 0.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long term capital appreciation. Under normal market conditions, the fund invests 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.

Fees

Fees are High compared to funds in the same category.
EP China Fund has an expense ratio of 1.75 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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