2 / 5 Stars
1 1 1 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 29 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 15.74 percent over the past year, 0.49 percent over the past three years, and 7.21 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.4%|
|3 Years (Annualized)||0.5%|
|5 Years (Annualized)||7.2%|
|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 Low compared to funds in the same category.
Putnam Asia Pacific Equity Fund has an expense ratio of 1.80 percent.
Risk is High compared to funds in the same category according to Morningstar.