4 / 5 Stars
4 5 1 4 5
Zacks Investment Research
1 (Strong Buy)
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 -0.24 percent over the past year, -5.20 percent over the past three years, and 14.95 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-6.8%|
|3 Years (Annualized)||-5.2%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in securities of Latin American issuers and other investments that are tied economically to Latin America. It may invest in securities denominated in U.S. dollars, major reserve currencies and currencies of other countries in which it can invest. The fund may from time to time hedge a portion of its foreign currency exposure into the U.S. dollar. It is non-diversified.
Fees are High compared to funds in the same category.
JPMorgan Latin America Fund has an expense ratio of 2.37 percent.
Risk is Average compared to funds in the same category according to Morningstar.