3 / 5 Stars
3 3 1 2 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 31 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 1.82 percent over the past year, -0.07 percent over the past three years, 16.31 percent over the past five years, and 7.23 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||-0.1%|
|5 Years (Annualized)||16.3%|
|10 Years (Annualized)||7.2%|
The investment seeks long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in a diversified portfolio of equity investments in Asian issuers (excluding Japanese issuers). It may allocate its assets among the Asian countries (other than Japan) as determined from time to time by the Investment Adviser. The fund may also invest in: (i) equity investments in issuers located in non-Asian countries and Japan; and (ii) fixed income securities, such as government, corporate and bank debt obligations.
Fees are High compared to funds in the same category.
Goldman Sachs Asia Equity Fund has an expense ratio of 1.32 percent.
Risk is Average compared to funds in the same category according to Morningstar.