3 / 5 Stars
2 2 1 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 31 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 -5.66 percent over the past year, and -0.61 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-6.5%|
|3 Years (Annualized)||-0.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in securities of issuers in the Asia Pacific region, excluding Japan and other investments that are tied economically to the Asia Pacific ex-Japan region. Many of the economies of countries in the Asia Pacific region are considered emerging market economies. It may invest up to 35% of the fund's assets in any industry that accounts for more than 20% of the Asia Pacific ex-Japan market. The fund also may invest the fund's assets in companies of any size.
Fees are High compared to funds in the same category.
MFS® Asia Pacific Ex-Japan Fund has an expense ratio of 2.45 percent.
Risk is Average compared to funds in the same category according to Morningstar.