3 / 5 Stars
3 3 1 2 2
Zacks Investment Research
Standard & Poor's
3 / 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 -2.26 percent over the past year, 2.97 percent over the past three years, and 17.59 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.5%|
|3 Years (Annualized)||3.0%|
|5 Years (Annualized)||17.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests at least 80% of its assets in equity securities of companies in the Asia Pacific region, excluding Japan. Equity securities include common stocks and related securities, such as preferred stock, convertible securities, depositary receipts and real estate investment trusts. It does not limit its investments to companies of any particular industry or size and may invest a significant portion of its assets in smaller and less seasoned issuers.
Fees are Low compared to funds in the same category.
Nomura Partners Asia Pacific Ex Japan Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.