4 / 5 Stars
5 5 3 4 2
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 -2.51 percent over the past year, 6.67 percent over the past three years, 23.28 percent over the past five years, and 12.76 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.1%|
|3 Years (Annualized)||6.7%|
|5 Years (Annualized)||23.3%|
|10 Years (Annualized)||12.8%|
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of issuers in the Asia Pacific region (except Japanese issuers), and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities and depositary receipts. The fund may invest in the securities of issuers of all capitalization sizes; however, the fund may invest a significant amount of its net assets in the securities of small- and mid-capitalization issuers.
Fees are High compared to funds in the same category.
Invesco Asia Pacific Growth Fund has an expense ratio of 1.47 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.