1 / 5 Stars
1 1 3 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#8 in Japan Stock
U.S. News evaluated 13 Japan Stock 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 3.81 percent over the past year, 2.45 percent over the past three years, 6.21 percent over the past five years, and -2.37 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||2.4%|
|5 Years (Annualized)||6.2%|
|10 Years (Annualized)||-2.4%|
The investment seeks to provide long-term capital appreciation and current income. Under normal market conditions, the Japan Fund invests at least 80% of its net assets in the securities of, and depositary receipts (including American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs"), and European Depositary Receipts ("EDRs")) represented by, Japanese issuers that are tied economically to Japan. It may also enter into derivative transactions. The fund may use derivative transactions for any purpose consistent with its investment objective, such as for hedging, obtaining market exposure, and generating premium income.
Fees are High compared to funds in the same category.
Commonwealth Japan Fund has an expense ratio of 4.40 percent.
Risk is Low compared to funds in the same category according to Morningstar.