1 / 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 -12.92 percent over the past year, and -4.57 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.9%|
|3 Years (Annualized)||-4.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in securities of companies located in the Asia region (excluding Australia, New Zealand and Japan). It invests primarily in a portfolio of equity securities, which may include securities of smaller companies and American, Global and European Depositary Receipts. The equity securities in which the fund invests are primarily common stock and related depositary receipts. In addition, it may invest up to 20% of its net assets in securities of issuers in non-Asia region countries, including Australia, New Zealand or Japan.
Fees are High compared to funds in the same category.
Templeton Asian Growth Fund has an expense ratio of 1.76 percent.
Risk is Average compared to funds in the same category according to Morningstar.