1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 7 India Equity 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 27.26 percent over the past year, and -8.84 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||30.2%|
|3 Years (Annualized)||-8.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in the securities of Indian issuers and other investments that are tied economically to India. The fund managers consider Indian issuers to be: (i) companies organized under the laws of India; (ii) companies whose principal place of business is in India; (iii) companies that derive at least 50% of their profits, income or revenue from operations in India; (iv) companies whose securities are principally traded on Indian securities exchanges; or (v) governmental entities or agencies, instrumentalities or political sub-divisions of India. It is non-diversified.
Fees are High compared to funds in the same category.
Dreyfus India Fund has an expense ratio of 2.72 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.