2 / 5 Stars
1 1 1 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
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 11.93 percent over the past year, -2.51 percent over the past three years, 6.57 percent over the past five years, and 12.33 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-5.0%|
|3 Years (Annualized)||-2.5%|
|5 Years (Annualized)||6.6%|
|10 Years (Annualized)||12.3%|
The investment seeks long-term capital appreciation. Under normal market conditions, the Matthews China 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. China includes its administrative and other districts, such as Hong Kong.
Fees are Above Average 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.