4 / 5 Stars
5 4 5 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 29 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 8.06 percent over the past year, 7.07 percent over the past three years, 12.03 percent over the past five years, and 11.23 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.9%|
|3 Years (Annualized)||7.1%|
|5 Years (Annualized)||12.0%|
|10 Years (Annualized)||11.2%|
The investment seeks long-term capital appreciation; it also seeks to provide some current income. 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 dividend-paying common stock, preferred stock and other equity securities, and convertible securities as well as fixed-income securities, of any duration or quality, of companies located in Asia, which consists of all countries and markets in Asia, including developed, emerging, and frontier countries and markets in the Asian region.
Fees are Low compared to funds in the same category.
Matthews Asian Growth and Income Fund has an expense ratio of 1.08 percent.
Risk is Low compared to funds in the same category according to Morningstar.