2 / 5 Stars
2 3 1 3 5
Zacks Investment Research
Standard & Poor's
3 / 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 1.19 percent over the past year, -1.51 percent over the past three years, and 15.29 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.7%|
|3 Years (Annualized)||-1.5%|
|5 Years (Annualized)||15.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of issuers with substantial exposure to China (including the People's Republic of China, Hong Kong and Macau). It invests primarily in equity securities, depositary receipts, and participation notes. The principal types of equity securities in which the fund invests are common and preferred stock and convertible securities. The fund may invest up to 100% of its net assets in foreign securities, including securities of issuers located in emerging markets countries.
Fees are High compared to funds in the same category.
Invesco China Fund has an expense ratio of 2.53 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.