1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#8 in Miscellaneous Region
U.S. News evaluated 17 Miscellaneous Region 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 15.03 percent over the past year, -4.06 percent over the past three years, 9.77 percent over the past five years, and 4.53 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||-4.1%|
|5 Years (Annualized)||9.8%|
|10 Years (Annualized)||4.5%|
The investment seeks long-term growth of capital. The fund will invests at least 95% of net assets in the common stocks of the companies comprising the AMIDEX35™ Index, in approximately the same percentages as those companies are included in the index or until the fund's net assets reach $25 million, the Adviser may invest fund assets in a representative sample of index securities and other permissible securities. The AMIDEX35™ Index is an unmanaged index consisting of the 35 largest publicly traded Israeli companies, as measured by market capitalization. It is non-diversified.
Fees are High compared to funds in the same category.
AMIDEX35 Israel Fund has an expense ratio of 3.47 percent.
Risk is Average compared to funds in the same category according to Morningstar.