2 / 5 Stars
2 2 1 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 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 0.71 percent over the past year, -0.50 percent over the past three years, 14.42 percent over the past five years, and 5.42 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||-0.5%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||5.4%|
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 2.56 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.