3 / 5 Stars
5 5 1 1 5
Zacks Investment Research
1 (Strong Buy)
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 9.74 percent over the past year, 7.06 percent over the past three years, and 22.24 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.5%|
|3 Years (Annualized)||7.1%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize long-term capital appreciation. The fund invests normally at least 80% of its net assets in Asia securities. Asia securities include (1) equity securities of companies that are organized under the laws of a country located in Asia or that are primarily traded on an exchange or over-the-counter in Asia; or (2) equity securities of companies that have at least 50% of their assets in Asia or that derive at least 50% of their revenues from business activities in Asia but which are listed and traded elsewhere. It may also invest in securities of countries in developed and developing (or emerging) markets.
Fees are Low compared to funds in the same category.
Oberweis Asia Opportunities has an expense ratio of 2.49 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.