4 / 5 Stars
4 5 2 4 3
Zacks Investment Research
Standard & Poor's
5 / 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 29.55 percent over the past year, and 14.80 percent over the past three years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||10.4%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of Small Companies located in Asia Ex Japan, which consists of all countries and markets in Asia excluding Japan, but including all other developed, emerging, and frontier countries and markets in the Asian region.
Fees are Below Average compared to funds in the same category.
Matthews Asia Small Companies fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.