Matthews India Fund

Scorecard
---
Lipper
4 4 1 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
E- (Sell)

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.

See all Matthews Asia Funds funds

See full India Equity rankings

See more fund rankings

Performance

The fund has returned 10.37 percent over the past year, -1.52 percent over the past three years, and 21.70 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 14.5%
1 Year 10.4%
3 Years (Annualized) -1.5%
5 Years (Annualized) 21.7%
10 Years (Annualized) N/A

See more MIDNX performance

Summary

The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in publicly traded common stocks, preferred stocks and convertible securities of companies located in India. The adviser expects that the companies in which the fund invests typically will be of medium or large size, but the fund may invest in companies of any size. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Matthews India Fund has an expense ratio of 0.95 percent.

See more MIDNX fees

Risk

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

See more MIDNX risk

India Equitys

Highest Returns (10-year)

See More Funds