5 / 5 Stars
5 5 3 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#3 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 6.97 percent over the past year, and 7.38 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||7.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return with an emphasis on providing current income. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in dividend-paying equity securities of companies located in China. It may also invest in convertible debt and equity securities.
Fees are Above Average compared to funds in the same category.
Matthews China Dividend Fund has an expense ratio of 1.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.