3 / 5 Stars
3 3 1 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 11 Latin America 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 14.87 percent over the past year, -3.18 percent over the past three years, 5.91 percent over the past five years, and 12.57 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.4%|
|3 Years (Annualized)||-3.2%|
|5 Years (Annualized)||5.9%|
|10 Years (Annualized)||12.6%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in Latin American common stocks and other equities. It may invest up to 20% of net assets in the equity securities of US and other non-Latin American issuers and in debt securities including junk bonds (grade BB/Ba and below). The fund may also invest as much as 10% of net assets in securities rated B or lower. It is non-diversified.
Fees are High compared to funds in the same category.
DWS Latin America Equity Fund has an expense ratio of 2.35 percent.
Risk is Average compared to funds in the same category according to Morningstar.