4 / 5 Stars
5 4 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 15.13 percent over the past year, 3.00 percent over the past three years, and 24.53 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||7.9%|
|3 Years (Annualized)||3.0%|
|5 Years (Annualized)||24.5%|
|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 China.
Fees are Low 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.