3 / 5 Stars
5 4 1 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#4 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 27.56 percent over the past year, 7.51 percent over the past three years, 17.66 percent over the past five years, and 12.50 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.4%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||17.7%|
|10 Years (Annualized)||12.5%|
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in South Korea. The adviser expects that the companies in which the fund invests typically will be of medium or large size, but the fund may invest in companies of any size. The fund is non-diversified.
Fees are High compared to funds in the same category.
Matthews Korea Fund has an expense ratio of 1.13 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.