4 / 5 Stars
5 4 1 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 31.05 percent over the past year, and 6.68 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||22.7%|
|3 Years (Annualized)||6.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term appreciation of capital. The fund invests primarily in companies tied economically to India. It will invest at least 80% of the fund's net assets in the equity securities of companies tied economically to India. The fund may invest a large percentage of its assets in a few sectors, including financials, consumer discretionary, industrials, consumer staples, materials, health care and information technology. It is non-diversified.
Fees are High compared to funds in the same category.
Wasatch Emerging India Fund has an expense ratio of 1.95 percent.
Risk is Low compared to funds in the same category according to Morningstar.