2 / 5 Stars
2 3 1 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
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 12.46 percent over the past year, 2.79 percent over the past three years, -0.40 percent over the past five years, and 13.20 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||-1.8%|
|3 Years (Annualized)||2.8%|
|5 Years (Annualized)||-0.4%|
|10 Years (Annualized)||13.2%|
The investment seeks to provide growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities, primarily common stock, of large to mid cap companies whose securities are traded mainly on markets located within the Pacific region, organized under the laws of a Pacific region country or issued by any company with more than half of its business in the Pacific region. Examples of Pacific region countries include China, Hong Kong, Malaysia, South Korea, Taiwan, Singapore, Thailand, Indonesia, Australia, India, Philippines and Vietnam.
Fees are Below Average compared to funds in the same category.
Ivy Pacific Opportunities Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.