3 / 5 Stars
3 4 1 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#14 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.
The fund has returned 9.04 percent over the past year, and 4.60 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.1%|
|3 Years (Annualized)||4.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests at least 80% of its assets in equity securities of Chinese companies (companies located or having a principal trading market in China, Hong Kong or Taiwan) or instruments that have similar economic characteristics. Equity securities include common stocks and related securities, such as preferred stock, convertible securities and depositary receipts. It uses a proprietary quantitative investment process together with fundamental analysis. The fund may engage in active and frequent trading.
Fees are High compared to funds in the same category.
Nomura Partners Greater China Fund has an expense ratio of 1.95 percent.
Risk is Average compared to funds in the same category according to Morningstar.