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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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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.
Performance
The fund has returned 10.38 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -1.9% |
| 1 Year | 10.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term appreciation of capital. The fund invests at least 80% of its assets in the equity securities of companies tied economically to India. The advisor considers qualifying investments to be in companies that are listed on an Indian exchange, that have at least 50% of their assets in India, or that derive at least 50% of their revenues or profits from goods produced or sold, investments made, or services performed in India. It may invest a large percentage of its assets in a few sectors, including financials, consumer discretionary, industrials, consumer staples, materials and information technology. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Wasatch Emerging India Fund has an expense ratio of 1.95 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
