2 / 5 Stars
1 1 1 1 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#14 in China Region
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 5.44 percent over the past year, -2.93 percent over the past three years, 11.14 percent over the past five years, and 4.90 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.5%|
|3 Years (Annualized)||-2.9%|
|5 Years (Annualized)||11.1%|
|10 Years (Annualized)||4.9%|
The investment seeks long-term growth of capital. The fund will invest at least 80% of its net assets in equity and equity-related securities of companies located in the China region. The equity and equity-related securities in which the fund primarily invests are common stocks, preferred stocks, convertible securities, rights and warrants, and depository receipts (ADRs and GDRs). It will invest in both established and emerging companies registered and operating in China and the China region. The fund also may purchase call and put options, and enter into covered option writing transactions. It is non-diversified.
Fees are High compared to funds in the same category.
U.S. Global Investors China Region Fund has an expense ratio of 2.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.