3 / 5 Stars
4 5 1 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#1 in India Equity
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 41.85 percent over the past year, 3.90 percent over the past three years, and 13.68 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||35.9%|
|3 Years (Annualized)||3.9%|
|5 Years (Annualized)||13.7%|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Matthews India Fund has an expense ratio of 1.13 percent.
Risk is Average compared to funds in the same category according to Morningstar.