4 / 5 Stars
5 5 5 1 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
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 17.54 percent over the past year, 11.43 percent over the past three years, 14.40 percent over the past five years, and 4.95 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.3%|
|3 Years (Annualized)||11.4%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||5.0%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of Japanese companies. It invests in companies regardless of market capitalization. While the fund is considered a "diversified" mutual fund, it may employ a relatively focused investment strategy and may hold securities of fewer issuers than other diversified funds.
Fees are High compared to funds in the same category.
Hennessy Japan Fund has an expense ratio of 1.66 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.