2 / 5 Stars
3 3 1 3 5
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 1.61 percent over the past year, 0.48 percent over the past three years, 15.54 percent over the past five years, and 6.46 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||0.5%|
|5 Years (Annualized)||15.5%|
|10 Years (Annualized)||6.5%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in foreign equity securities in the Asia-Pacific Region. Foreign equity securities in the Asia-Pacific Region include securities of issuers, wherever organized, whose securities are traded principally on a recognized stock exchange or over-the-counter market in the countries listed in the Morgan Stanley Capital International ("MSCI") All Country ("AC") Asia-Pacific Index. The fund is non-diversified.
Fees are High compared to funds in the same category.
Icon Asia-Pacific Region Fund has an expense ratio of 1.64 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.