3 / 5 Stars
5 4 1 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#1 in Japan Stock
U.S. News evaluated 12 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 31.96 percent over the past year, 10.98 percent over the past three years, 22.11 percent over the past five years, and 4.45 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-5.8%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||22.1%|
|10 Years (Annualized)||4.4%|
The investment seeks long-term growth of capital. The fund invests at least 80% of assets in securities of Japanese issuers, and other investments that are tied economically to Japan, with smaller market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell/Nomura Mid-Small Cap Index or the JASDAQ Index). It invests in securities of Japanese issuers with larger market capitalizations. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Fees are Low compared to funds in the same category.
Fidelity® Japan Smaller Companies Fund has an expense ratio of 0.98 percent.
Risk is High compared to funds in the same category according to Morningstar.