DMS India Bank Index Fund

U.S. News evaluated 28 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -12.92 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -2.6%
1 Year -12.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to track the performance of a benchmark index (the CNX Bank Index) that measures the investment return of stocks issued by banking companies located in India. The fund employs a "passive management" - or indexing - investment approach by investing all, or substantially all, of its assets in the common stocks included in the CNX Bank Index. It will seek to replicate the index precisely, using the identical weightings of individual stocks as the index uses, and will not just invest in a representative sample of the index. The fund is non-diversified.

Fees

Fees are High compared to funds in the same category.
DMS India Bank Index Fund has an expense ratio of 3.63 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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