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JCHAX JPMorgan China Region A

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Fund JCHAX JPMorgan China Region A MCDFX Matthews China Dividend Investor  
100% 86%
Annual Fees
(1.68% Exp. Ratio)
(1.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.79% annual return
$32,520.05 $37,750.45
Est. savings over 30 yrs +$5,230.40
As of 9/30/16
1 YR RETURN 14.85%
3 YR 5.12%
5 YR 9.57%
10 YR --
1 YR RETURN 20.06%
3 YR 8.96%
5 YR 13.01%
10 YR --
The investment seeks long-term capital growth. Under normal market conditions, the fund will invest at least 80% of the value of its assets in equity securities of companies in the China region or instruments that have similar economic characteristics. It will invest in securities across all market capitalizations, although the fund may invest a significant portion of its assets in companies of any one particular market capitalization category. The fund is non-diversified.
The investment seeks total return with an emphasis on providing current income. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in dividend-paying equity securities of companies located in China. It may also invest in convertible debt and equity securities. China also includes its administrative and other districts, such as Hong Kong.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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