2 / 5 Stars
2 3 1 2 4
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 8.56 percent over the past year, -1.74 percent over the past three years, and 12.97 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-6.8%|
|3 Years (Annualized)||-1.7%|
|5 Years (Annualized)||13.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of Chinese issuers (including Hong Kong and Macau), and in other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities, depositary receipts, and participation notes. The fund may invest in the securities of issuers of all capitalization sizes; however, the fund may hold a significant amount of its net assets in the securities of small- and mid-capitalization issuers.
Fees are High compared to funds in the same category.
Invesco China Fund has an expense ratio of 1.78 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.