4 / 5 Stars
5 4 2 1 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 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 -8.37 percent over the past year, and 3.36 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||3.4%|
|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, exchange traded funds or equity-linked instruments of issuers located in Asia (excluding Japan), including issuers in emerging markets.
Fees are High compared to funds in the same category.
Virtus Greater Asia ex Japan Opportunities Fund has an expense ratio of 1.55 percent.
Risk is Low compared to funds in the same category according to Morningstar.