China Region

China-region mutual funds and ETFs invest in a wide range of asset... China-region mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives. These funds often have significant exposure to the consumer discretionary, information technology, materials, industrials, health care and financial services sectors. China-region stock portfolios invest almost exclusively in stocks from China, Taiwan, and Hong Kong. Typically, they invest atleast 70% of total assets in equities and at least 70% of equities in one specific region or a combination of China, Taiwan, and/or Hong Kong. Depending on the investment mandate, these funds can be further classified based on management style (active or passive) and asset class (single or multi-asset). The fixed-income portion of these funds may invest in debt securities varying by type (government or corporate), credit quality (investment-grade or junk), duration (short or long), and strategy (inflation-protected or sector-diversified). The equity portion of these funds may invest in common equities, and these can vary by market capitalization (small or large), dividend income (total income or high income), and strategy (sector-based or factor-based), among others. The alternatives portion of these funds may invest in strategies including real estate, currency trading, commodities, derivatives or other techniques relying on volatility, hedge fund, or quantitative strategies. China-region mutual funds and ETFs may be appropriate for aggressive investors who are willing to assume more risk in search of higher potential returns. However, these funds are not appropriate for conservative-minded investors who are more concerned with capital preservation. Investments in China, Hong Kong, and Taiwan may have considerable geopolitical risk. In addition, a material slowdown in the Chinese economy is also likely to weigh on investments in these funds. Last Updated: 04/23/2024 View more View less

China-region mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives. These funds often have significant exposure to the consumer discretionary, information technology, materials,... China-region mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives. These funds often have significant exposure to the consumer discretionary, information technology, materials, industrials, health care and financial services sectors. China-region stock portfolios invest almost exclusively in stocks from China, Taiwan, and Hong Kong. Typically, they invest atleast 70% of total assets in equities and at least 70% of equities in one specific region or a combination of China, Taiwan, and/or Hong Kong. Depending on the investment mandate, these funds can be further classified based on management style (active or passive) and asset class (single or multi-asset). The fixed-income portion of these funds may invest in debt securities varying by type (government or corporate), credit quality (investment-grade or junk), duration (short or long), and strategy (inflation-protected or sector-diversified). The equity portion of these funds may invest in common equities, and these can vary by market capitalization (small or large), dividend income (total income or high income), and strategy (sector-based or factor-based), among others. The alternatives portion of these funds may invest in strategies including real estate, currency trading, commodities, derivatives or other techniques relying on volatility, hedge fund, or quantitative strategies. China-region mutual funds and ETFs may be appropriate for aggressive investors who are willing to assume more risk in search of higher potential returns. However, these funds are not appropriate for conservative-minded investors who are more concerned with capital preservation. Investments in China, Hong Kong, and Taiwan may have considerable geopolitical risk. In addition, a material slowdown in the Chinese economy is also likely to weigh on investments in these funds. Last Updated: 04/23/2024 View more View less