China Stock Funds
Investing in this Chinese region can be done through stocks, investment funds, or bonds. Using investment funds such as mutual funds can provide diversification for investors. Some of these funds can be invested in your brokerage account or retirement account. As part of emerging markets, China has been growing for the past 2 decades.The china region mutual funds invest mainly in companies located in China region such as China, Hong Kong, Taiwan, Macau, etc. These top China region mutual funds 2014 are sorted based on its year to date performance in 2014. You can find the fund review below.
Top Stock Mutual Funds
Best China region mutual funds 2014 are:- GMO Taiwan III (GMOTX)
- JHancock China Emerging Leaders A (JCHLX)
- Aberdeen China Opportunities A (GOPAX)
- Shelton Greater China (SGCFX)
- BlackRock Emerging Markets Div Investor A (BACHX)
- Templeton China World A (TCWAX)
- JHancock Greater China Opportunities A (JCOAX)
- Neuberger Berman Greater China Equity A (NCEAX)
- JPMorgan China Region A (JCHAX)
- Goldman Sachs China Equity A (GNIAX)
- EP China A (EPHCX)
- Fidelity China Region (FHKCX)
- Plainsboro China (PCHFX)
- Matthews China Small Companies (MCSMX)
- Eaton Vance Greater China Growth A (EVCGX)
JHancock China Emerging Leaders A (JCHLX)
The investment in JHancock China Emerging Leaders fund (JCHLX) seeks to achieve long-term capital appreciation. This China stock fund has no rating from Morningstar yet because it has just been incepted in 2011. The annual expense ratio is 1.75%. The fund uses Large Blend investment style.The YTD return is 0.90%. The fund has returned 9.79% in 2012 and -13.60% in 2013. Top 3 stocks in its portfolio are NQ Mobile Inc ADR, Tencent Holdings Ltd, and Renhe Commercial Holdings Company Ltd. Top 2 sectors are financial services and technology.
Aberdeen China Opportunities A (GOPAX)
Morningstar analysts rank this Aberdeen China Opportunities fund (GOPAX) with 4-stars rating. This top China region mutual fund has total assets of $32.6 million. The yield is 0.71%. The fund also has annual expense ratio of 1.89%. Since the inception in 2001, this stock fund has 6 years of positive return and 3 years of negative return. The best 1-year total return was in 2007 with 74.02% and the worst in 2008 with -56.14%.The top holdings as of February 2014 are Jardine Strategic Holdings (8.4%), Swire Pacific (5.6%) and AIA Group (5.5%). The top country allocation is Hong Kong (74.5%). The minimum initial investment is $1,000 for brokerage and IRA. The fund’s price is $20.03.
Templeton China World A (TCWAX)
The CUSIP of this Templeton China World Fund (TCWAX) is 880 18X 201. It has 3-stars and Neutral rating from Morningstar. This best China region mutual fund has a dividend yield of 1.46%. This yield is distributed annually. The last dividend was distributed in December 2013 ($0.52). The total net assets are $745.8 million. The fund is currently managed by Mark Mobius.The top geographic allocations are China (64.22%), Hong Kong (19.24%) and Taiwan (16.58%). The top holdings as of March 2014 are Dairy Farm International Holdings Ltd (9.8%), China Petroleum & Chemical Corp (8.85%) and Taiwan Semiconductor Manufacturing Co Ltd (7.49%).
Top Funds Return
| No | Fund Name | Ticker | Rating | Net Assets (Mil) | Exp Ratio | Yield | YTD | 1-Yr Return | 3-Yr Return |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GMO Taiwan III | GMOTX | 3 | $159.80 | 1.38% | 0.92% | 5.37% | 14.56% | 2.12% |
| 2 | JHancock China Emerging Leaders A | JCHLX | N/A | $272.70 | 1.75% | 0.00% | 0.90% | -2.22% | N/A |
| 3 | Aberdeen China Opportunities A | GOPAX | 4 | $32.60 | 1.89% | 0.71% | 0.55% | -1.00% | -1.52% |
| 4 | Shelton Greater China | SGCFX | 2 | $10.60 | 2.36% | 3.11% | -0.97% | 8.99% | -2.55% |
| 5 | BlackRock Emerging Markets Div Inv A | BACHX | N/A | $4.70 | 1.87% | 2.17% | -1.36% | 8.93% | N/A |
| 6 | Templeton China World A | TCWAX | 3 | $745.80 | 1.85% | 1.46% | -2.74% | 0.39% | -2.83% |
| 7 | JHancock Greater China Opportunities A | JCOAX | 3 | $73.70 | 1.74% | 0.75% | -2.50% | 16.14% | 1.32% |
| 8 | Neuberger Berman Greater China Eq A | NCEAX | N/A | $54.70 | 1.86% | 0.00% | -3.35% | N/A | N/A |
| 9 | JPMorgan China Region A | JCHAX | 2 | $324.00 | 1.85% | 0.32% | -2.79% | 11.97% | -0.32% |
| 10 | Goldman Sachs China Equity A | GNIAX | N/A | $25.20 | 1.92% | 1.22% | -3.62% | 14.32% | N/A |
| 11 | EP China A | EPHCX | 3 | $37.90 | 1.75% | 0.52% | -3.73% | 12.00% | -3.25% |
| 12 | Fidelity China Region | FHKCX | 5 | $1,400.00 | 0.98% | 1.05% | -3.79% | 20.28% | 3.86% |
| 13 | Plainsboro China | PCHFX | N/A | $1.60 | 1.30% | 2.11% | -3.46% | 44.07% | N/A |
| 14 | Matthews China Small Companies | MCSMX | N/A | $22.90 | 2.00% | 1.08% | -4.25% | 16.33% | N/A |
| 15 | Eaton Vance Greater China Growth A | EVCGX | 3 | $131.10 | 1.98% | 0.34% | -3.91% | 15.52% | 1.34% |
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