2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 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 -4.02 percent over the past year, and -3.19 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||-3.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests mainly in equity securities (growth or value stocks or both) of Asian or Pacific Basin companies of any size that the advisor believes have favorable investment potential. It may invest in both developed countries and emerging markets. The fund may also use derivatives, such as futures, options, certain foreign currency transactions, warrants and swap contracts, for both hedging and non-hedging purposes.
Fees are High compared to funds in the same category.
Putnam Asia Pacific Equity Fund has an expense ratio of 1.85 percent.
Risk is High compared to funds in the same category according to Morningstar.