2 / 5 Stars
3 4 1 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#12 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 7.16 percent over the past year, 2.44 percent over the past three years, and 16.94 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||2.4%|
|5 Years (Annualized)||16.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. Under normal market conditions, the fund will invest at least 80% of the value of its assets in equity securities of companies in the China region or instruments that have similar economic characteristics. It will invest in securities across all market capitalizations, although the fund may invest a significant portion of its assets in companies of any one particular market capitalization category. The fund is non-diversified.
Fees are High compared to funds in the same category.
JPMorgan China Region Fund has an expense ratio of 1.85 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.