3 / 5 Stars
3 3 2 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 11 Diversified Pacific/Asia 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 7.77 percent over the past year, 2.85 percent over the past three years, 12.67 percent over the past five years, and 6.36 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-6.5%|
|3 Years (Annualized)||2.9%|
|5 Years (Annualized)||12.7%|
|10 Years (Annualized)||6.4%|
The investment seeks long-term capital appreciation primarily through investment in equity securities of corporations domiciled in Far Eastern or Western Pacific countries, including Japan, Australia, Hong Kong, Taiwan, Singapore, South Korea and India. The fund invests at least 80% of its assets in a portfolio of equity securities of companies located in Far Eastern or Western Pacific countries. For the most part, these securities will be common stock and convertible securities. Many of the companies in which the fund invests are located in markets generally considered to be emerging markets. It may also invest in convertible securities.
Fees are High compared to funds in the same category.
BlackRock Pacific Fund has an expense ratio of 1.96 percent.
Risk is Average compared to funds in the same category according to Morningstar.