2 / 5 Stars
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Zacks Investment Research
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 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%|
|3 Years (Annualized)||7.2%|
|5 Years (Annualized)||-0.8%|
|10 Years (Annualized)||9.3%|
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 2.55 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.