3 / 5 Stars
4 4 1 5 5
Zacks Investment Research
Standard & Poor's
4 / 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 8.02 percent over the past year, and 4.82 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||9.5%|
|3 Years (Annualized)||4.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in equity securities of issuers located in the Asia-Pacific region. It seeks to achieve the fund's investment objective by investing primarily in equity securities of companies in the Asia-Pacific region, excluding Japan. The fund may, but it is not required to, use derivative instruments for a variety of purposes, including hedging, risk management, portfolio management or to earn income.
Fees are Low compared to funds in the same category.
Morgan Stanley Institutional Asian Equity Portfolio has an expense ratio of 2.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.