2 / 5 Stars
3 3 2 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#6 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 18.66 percent over the past year, 5.30 percent over the past three years, 9.87 percent over the past five years, and 2.48 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.1%|
|3 Years (Annualized)||5.3%|
|5 Years (Annualized)||9.9%|
|10 Years (Annualized)||2.5%|
The investment seeks long-term capital growth. The fund invests at least 80% of its assets in securities of Japanese issuers and other investments that are tied economically to Japan. It will normally invest in common stocks. The fund utilizes a "multi-manager" approach pursuant to which the fund's investments are allocated among experienced portfolio management teams who are responsible for large cap value, large cap growth and small cap growth/value blend investment styles. It may also invest in Japanese real estate investment trusts ("J-REITs") and Japanese exchange traded funds ("ETFs"). The fund may engage in active and frequent trading.
Fees are High compared to funds in the same category.
Nomura Partners The Japan Fund has an expense ratio of 1.85 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.