4 / 5 Stars
5 5 5 2 2
Zacks Investment Research
Standard & Poor's
5 / 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 18.05 percent over the past year, and 10.76 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||5.7%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. This fund seeks to offer investors exposure to Asian market economies, with the exception of Japan, through well-established companies. Under normal circumstances, at least 80% of the fund's assets are invested in equity securities or equity-linked instruments of issuers located in Asia (excluding Japan), including issuers in emerging markets. Equity-linked securities are hybrid debt securities whose return is connected to an underlying equity, usually a stock.
Fees are Low compared to funds in the same category.
Virtus Greater Asia ex Japan Opportunities Fund has an expense ratio of 2.55 percent.
Risk is Low compared to funds in the same category according to Morningstar.