4 / 5 Stars
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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.
The fund has returned 10.44 percent over the past year, 2.88 percent over the past three years, 1.90 percent over the past five years, and 15.97 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||-2.0%|
|3 Years (Annualized)||2.9%|
|5 Years (Annualized)||1.9%|
|10 Years (Annualized)||16.0%|
The investment seeks long-term capital appreciation. 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 the common and preferred stocks of companies located in China and Taiwan. The adviser expects that the companies in which the fund invests typically will be of medium or large size, but the fund may invest in companies of any size.
Fees are High compared to funds in the same category.
Matthews China Fund has an expense ratio of 0.91 percent.
Risk is Average compared to funds in the same category according to Morningstar.