3 / 5 Stars
3 2 2 1 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#6 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 1.23 percent over the past year, 9.63 percent over the past three years, 18.34 percent over the past five years, and 6.63 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.8%|
|3 Years (Annualized)||9.6%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||6.6%|
The investment seeks to provide long-term capital appreciation and current income. The fund normally invests at least 80% of its net assets in the securities of, and depositary receipts (including American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs"), and European Depositary Receipts ("EDRs")) represented by, Australia and New Zealand issuers that are tied economically to Australia or New Zealand. It may invest in shares of other investment companies, including open-end and closed-end funds and exchange-traded funds. The fund may also enter into derivative transactions.
Fees are High compared to funds in the same category.
Commonwealth Australia/New Zealand Fund has an expense ratio of 3.17 percent.
Risk is Low compared to funds in the same category according to Morningstar.