2 / 5 Stars
1 2 1 4 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#17 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 1.22 percent over the past year, -5.52 percent over the past three years, 16.20 percent over the past five years, and 7.91 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-5.9%|
|3 Years (Annualized)||-5.5%|
|5 Years (Annualized)||16.2%|
|10 Years (Annualized)||7.9%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets in equity securities of companies that are either primarily traded on the China or Hong Kong exchanges or that derive at least 50% of their revenues from business activities in China and/or Hong Kong, but which may be listed and traded elsewhere. Under normal conditions, it invests at least 65% of its total assets in companies included in the Hang Seng Composite Index. The Advisor will invest the fund's assets in securities of all market capitalization companies, including companies in emerging markets. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Guinness Atkinson China And Hong Kong Fund has an expense ratio of 1.51 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.