4 / 5 Stars
2 2 2 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 28 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 5.85 percent over the past year, 1.15 percent over the past three years, 15.59 percent over the past five years, and 12.01 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||1.7%|
|3 Years (Annualized)||1.2%|
|5 Years (Annualized)||15.6%|
|10 Years (Annualized)||12.0%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in securities of "China companies." It also invests in American, Global and European Depositary Receipts. China companies may be any size, and include smaller capitalization companies. In addition to the fund's main investments, the fund may invest up to 20% of its net assets in securities that do not qualify as China company securities, but whose issuers, in the judgment of the investment manager, are expected to benefit from developments in the economy of China, Hong Kong or Taiwan. It is non-diversified.
Fees are High compared to funds in the same category.
Templeton China World Fund has an expense ratio of 2.55 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.