1 / 5 Stars
1 1 1 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#18 in Pacific/Asia ex-Japan Stk
U.S. News evaluated 30 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 -6.38 percent over the past year, -8.30 percent over the past three years, 12.34 percent over the past five years, and 6.61 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-1.9%|
|3 Years (Annualized)||-8.3%|
|5 Years (Annualized)||12.3%|
|10 Years (Annualized)||6.6%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of Asian companies. Under normal market conditions it will invest in securities of at least four different countries. The Advisor will invest the fund's assets in securities of all market capitalization companies, including companies in emerging markets. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Guinness Atkinson Asia Focus Fund has an expense ratio of 1.85 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.