2 / 5 Stars
2 2 1 1 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 29 Pacific/Asia ex-Japan Stk 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 24.16 percent over the past year, 7.37 percent over the past three years, -0.58 percent over the past five years, and 12.20 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.4%|
|3 Years (Annualized)||7.4%|
|5 Years (Annualized)||-0.6%|
|10 Years (Annualized)||12.2%|
The investment seeks capital growth. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of Asian small companies (the "80% Policy"). It may invest 25% or more of its total assets in securities of issuers located in any one country, and may retain securities of a company with a market capitalization that grows after initial investment over the market cap maximum. The fund normally invests in the securities markets of countries in the Asian region, including Australia, China, Hong Kong, India, Indonesia, Japan, Malaysia, Pakistan, the Philippines, Singapore, South Korea, Sri Lanka, Taiwan and Thailand.
Fees are Low compared to funds in the same category.
Eaton Vance Asian Small Companies Fund has an expense ratio of 2.75 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.