2 / 5 Stars
1 1 1 1 4
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 15.08 percent over the past year, -0.62 percent over the past three years, 7.98 percent over the past five years, and 5.03 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.3%|
|3 Years (Annualized)||-0.6%|
|5 Years (Annualized)||8.0%|
|10 Years (Annualized)||5.0%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in the common and preferred stocks of Greater China Companies. The fund invests primarily in companies that (i) are domiciled in, or traded on exchanges located in the Greater China region, specifically Taiwan, Hong Kong, Singapore and the People's Republic of China or (ii) have derived or are expected to derive in the company's current fiscal year (measured as of the time of original investment) a significant portion (at least 50%) of their revenues by exporting to or importing from, trading with or operating in mainland China.
Fees are High compared to funds in the same category.
Shelton Greater China Fund has an expense ratio of 2.36 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.