4 / 5 Stars
5 5 1 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 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 12.50 percent over the past year, 3.42 percent over the past three years, 18.61 percent over the past five years, and 10.11 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||3.4%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||10.1%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of Hong Kong, Taiwanese, and Chinese issuers and other investments that are tied economically to the China region. It normally invests primarily in common stocks. The fund allocates investments across different China region countries. It invests up to 35% of total assets in any industry that accounts for more than 20% of the Hong Kong, Taiwanese, and Chinese market. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market economic conditions to select investments.
Fees are High compared to funds in the same category.
Fidelity Advisor China Region Fund has an expense ratio of 2.07 percent.
Risk is Average compared to funds in the same category according to Morningstar.