3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#8 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 5.26 percent over the past year, 1.00 percent over the past three years, 18.34 percent over the past five years, and 4.90 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.6%|
|3 Years (Annualized)||1.0%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||4.9%|
The investment seeks total return in excess of that of its benchmark, the MSCI Taiwan Index. The fund typically makes equity investments directly and indirectly (e.g., through underlying funds or derivatives) in companies doing business in, or otherwise tied economically to, Taiwan. It may invest in companies of any market capitalization. Under normal circumstances, the fund invests directly and indirectly at least 80% of assets in investments tied economically to Taiwan. It is non-diversified.
Fees are Above Average compared to funds in the same category.
GMO Taiwan Fund has an expense ratio of 1.38 percent.
Risk is Low compared to funds in the same category according to Morningstar.