| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
1
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
#9 in China Region
U.S. News evaluated 30 China Region Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 12.88 percent over the past year, 4.80 percent over the past three years, and 0.20 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 2.7% |
| 1 Year | 12.9% |
| 3 Years (Annualized) | 4.8% |
| 5 Years (Annualized) | 0.2% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital growth. The fund normally invests 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 may invest in securities denominated in U.S. dollars, major reserve currencies and currencies of other countries in which it can invest. The fund may from time to time hedge a portion of its foreign currency exposure into the U.S. dollar. It may also use exchange-traded futures for the efficient management of cash flows. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
JPMorgan China Region Fund has an expense ratio of 1.98 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
