3 / 5 Stars
4 4 1 2 5
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 12.65 percent over the past year, 1.75 percent over the past three years, and 13.22 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-1.9%|
|3 Years (Annualized)||1.8%|
|5 Years (Annualized)||13.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies located in China, Hong Kong, or Taiwan (Greater China). It may invest more than 5% of its assets in securities of individual companies. The fund may invest up to 20% of its assets in securities of companies located outside of Greater China, with an emphasis on companies that are positioned to benefit from economic growth in Greater China. It is non-diversified.
Fees are High compared to funds in the same category.
John Hancock Greater China Opportunity Fund has an expense ratio of 2.62 percent.
Risk is Average compared to funds in the same category according to Morningstar.