4 / 5 Stars
4 5 2 5 4
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 16.50 percent over the past year, 5.98 percent over the past three years, 13.86 percent over the past five years, and 13.87 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.5%|
|3 Years (Annualized)||6.0%|
|5 Years (Annualized)||13.9%|
|10 Years (Annualized)||13.9%|
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 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. The adviser expects that the companies in which the fund invests typically will be of medium or large size, but the fund may invest in companies of any size.
Fees are Low compared to funds in the same category.
Matthews Pacific Tiger Fund has an expense ratio of 1.09 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.