3 / 5 Stars
3 3 1 4 5
Zacks Investment Research
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 18.10 percent over the past year, and 1.51 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-1.7%|
|3 Years (Annualized)||1.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the value of its net assets in common stocks, preferred stocks, and other securities convertible into common or preferred stock of Chinese companies. Because the fund focuses its investments in Chinese companies, the values of its shares will be more greatly affected by economic, financial, political, and other factors affecting China or Hong Kong than mutual funds that invest more broadly. It may invest in companies of any size.
Fees are High compared to funds in the same category.
RS China Fund has an expense ratio of 2.52 percent.
Risk is Average compared to funds in the same category according to Morningstar.