3 / 5 Stars
4 4 1 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#3 in India Equity
U.S. News evaluated 11 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 9.57 percent over the past year, -1.95 percent over the past three years, and -3.21 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||-0.2%|
|3 Years (Annualized)||-2.0%|
|5 Years (Annualized)||-3.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund will invest at least 80% of the value of its assets in equity securities of Indian companies or instruments that have similar economic characteristics. It may invest in securities denominated in U.S. dollars, major reserve currencies and currencies of other countries in which it can invest. The fund may from time to time hedge a portion of its foreign currency exposure into the U.S. dollar. It is not constrained by capitalization or style limits. The fund is non-diversified.
Fees are Low compared to funds in the same category.
JPMorgan India Fund has an expense ratio of 1.98 percent.
Risk is Average compared to funds in the same category according to Morningstar.