5 / 5 Stars
5 5 3 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#3 in China Region
U.S. News evaluated 26 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 12.48 percent over the past year, and 6.47 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-1.0%|
|3 Years (Annualized)||6.5%|
|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 Matthews China Dividend 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. The fund may also invest in convertible debt and equity securities. China also includes its administrative and other districts, such as Hong Kong.
Fees are Above Average compared to funds in the same category.
Matthews China Dividend Fund has an expense ratio of 1.34 percent.
Risk is Low compared to funds in the same category according to Morningstar.