Matthews Korea Fund

Scorecard
3 / 5 Stars
Lipper
5 4 1 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
D- (Sell)

#5 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.

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Performance

The fund has returned 10.16 percent over the past year, 10.10 percent over the past three years, 27.29 percent over the past five years, and 11.32 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.8%
1 Year 10.2%
3 Years (Annualized) 10.1%
5 Years (Annualized) 27.3%
10 Years (Annualized) 11.3%

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Summary

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

Fees are High compared to funds in the same category.
Matthews Korea Fund has an expense ratio of 1.16 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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See Also:

Top Matthews Asia Funds Funds