| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
2
2
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
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.
Performance
The fund has returned 20.29 percent over the past year, 7.22 percent over the past three years, -0.75 percent over the past five years, and 9.26 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 3.9% |
| 1 Year | 20.3% |
| 3 Years (Annualized) | 7.2% |
| 5 Years (Annualized) | -0.8% |
| 10 Years (Annualized) | 9.3% |
Summary
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
Fees are High compared to funds in the same category.
Icon Asia-Pacific Region Fund has an expense ratio of 2.55 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
