2 / 5 Stars
3 3 1 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
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 8.25 percent over the past year, and -3.40 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||-2.8%|
|3 Years (Annualized)||-3.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests at least 80% of its assets in equity securities of Indian companies or instruments that have similar economic characteristics. Equity securities include common stocks and related securities. A majority of the equity securities of Indian companies in which the fund invests will be publicly-traded securities. It may invest a relatively high percentage of its assets in a small number of issuers. The fund does not limit its investments to companies of any particular industry or size and may invest a significant portion of its assets in smaller and less seasoned issuers. It is non-diversified.
Fees are Low compared to funds in the same category.
Nomura Partners India Fund has an expense ratio of 1.70 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.