The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity or equity-related instruments issued by companies located or operating in Greater China and in other instruments that have economic characteristics similar to such securities. For this purpose, Greater China currently includes mainland China, Hong Kong, Macau and Taiwan. Up to 20% of the fund's net assets may be invested in equity and equity-related instruments issued by companies or entities not meeting the above requirement or debt securities of issuers worldwide.

Nasdaq

AACFX

Under normal circumstances, the fund invests at least 80% of its net assets in a portfolio of equity securities of companies economically tied to the People's Republic of China ("China") (including Hong Kong). Equity securities may include common stocks, preferred stocks, the equity securities of real estate investment trusts, or REITs, depositary receipts and derivative instruments related to equity securities. The fund is non-diversified.

ACEYX

The fund will seek to meet its objective by investing in a portfolio of common stocks and other equity securities of issuers located in the People's Republic of China ("China"). Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in China "A" shares. The fund may also invest in preferred stocks, convertible securities and warrants. It is non-diversified.

BCANX

The mutual fund aims to achieve its objective by investing mainly in common stocks and equity securities of Chinese companies. It focuses on companies located in China, regardless of where their securities are listed, and is considered non-diversified.

BGCBX

Normally, the fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in equity securities of issuers domiciled in the China (for the purpose of this prospectus, excluding Hong Kong, Macau and Taiwan) and listed in China (i.e., A-shares), and derivatives that have similar economic characteristics to such securities. The Advisor primarily intends to invest in equity securities or other financial instruments that are components of, or have characteristics similar to, the securities included in the MSCI China A Onshore Index.

CHILX

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies located in the China region (the "80% Policy"). It invests primarily in common stocks of companies that, in the opinion of the investment sub-adviser, will benefit from the economic development and growth of the People's Republic of China. The fund may invest 25% or more of its total assets in securities in any one country in the China region. It may invest up to 20% of its net assets outside the China region.

EVCGX

The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of Hong Kong, Taiwanese, and Chinese issuers and other investments that are tied economically to the China region. It normally invests primarily in common stocks. The fund allocates investments across different China region countries. It invests up to 35% of total assets in any industry that accounts for more than 20% of the Hong Kong, Taiwanese, and Chinese market. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

FCHKX

FHKAX

FHKCX

The fund normally invests at least 80% of assets in securities of Hong Kong, Taiwanese, and Chinese issuers and other investments that are tied economically to the China region. It normally invests primarily in common stocks. The fund allocates investments across different China region countries. It invests up to 35% of total assets in any industry that accounts for more than 20% of the Hong Kong, Taiwanese, and Chinese market. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

FHKIX

FHKTX

FIQFX

The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of mainland China-based companies that are denominated in Renminbi and listed on the Shenzhen and Shanghai stock exchanges ("China A Shares"). It may invest without limit in the equity securities of companies of any size, including small-cap and mid-cap companies. Equity securities include, but are not limited to, common stock, preferred stock and depositary receipts. The fund also may invest in equity-linked notes.

GOPIX

The investment seeks long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes ("Net Assets") in a diversified portfolio of equity investments in issuers economically tied to China. The manager expects to invest primarily in common stocks, but may also invest in depositary receipts. This may include securities that trade in local Chinese, Hong Kong, or other foreign exchanges and securities that trade in Renminbi (“RMB”), the official currency of China.

GSAGX

The fund primarily invests in Chinese stocks and securities convertible into them, with a focus on common stocks, preferred stocks, rights, and warrants.

HLMCX

The fund primarily focuses on investing in China A shares and similar instruments, with the flexibility to use various means, such as the QFII Programs, for access.

HSHIX

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in publicly-traded equity securities of companies that are either primarily traded on the China or Hong Kong exchanges or that derive at least 50% of their revenues from business activities in China and/or Hong Kong, but which may be listed and traded elsewhere. The fund will invest in companies with a minimum market capitalization of $500 million, including companies in emerging markets.

ICHKX

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies whose principal activities are located in the Greater China region. The Greater China region includes Hong Kong, the People's Republic of China, Taiwan and certain other countries. Its investments include securities of emerging market issuers. The fund may invest in companies that have market capitalizations of any size believed to be undervalued or have the potential for long-term growth. It is non-diversified.

LNGZX

The investment seeks total return with an emphasis on providing current income. Under normal circumstances, 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 of any maturity and quality, including those that are unrated, or would be below investment grade if rated, of companies located in China. China also includes its administrative and other districts, such as Hong Kong.

MCDFX

The investment seeks long-term capital appreciation.  Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in China. China includes its administrative and other districts, such as Hong Kong. A company or other issuer is considered to be "located" in a country or a region, and a security or instrument is deemed to be an Asian (or specific country) security or instrument, if it has substantial ties to that country or region.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
AACFX	Invesco Greater China Fund	China Equities	Mar 30, 2006	1.55%	3.98%	1.40%	1.86%
ACEYX	AB All China Equity Portfolio	China Equities	Jul 24, 2018	1.25%	7.39%	—	2.03%
BCANX	Baillie Gifford China A Shares Fund	China Equities	Dec 18, 2019	0.87%	-12.69%	—	0.03%
BGCBX	Baillie Gifford China Equities Fund	China Equities	Jul 6, 2021	0.96%	-1.90%	—	1.53%
CHILX	BlackRock China A Opportunities Fund	China Equities	Dec 26, 2018	0.99%	3.93%	—	1.94%
EVCGX	Eaton Vance Greater China Growth Fund	China Equities	Oct 27, 1992	1.53%	-3.20%	1.61%	8.75%
FCHKX	Fidelity Advisor China Region Fund Class C	China Equities	May 9, 2008	1.96%	5.96%	5.01%	0.59%
FHKAX	Fidelity Advisor China Region Fund Class A	China Equities	May 9, 2008	1.21%	6.23%	6.01%	1.48%
FHKCX	Fidelity China Region Fund	China Equities	Nov 1, 1995	0.91%	6.31%	6.46%	1.81%
FHKIX	Fidelity Advisor China Region Fund Class I	China Equities	May 9, 2008	0.93%	6.33%	6.48%	1.78%
FHKTX	Fidelity Advisor China Region Fund Class M	China Equities	May 9, 2008	1.50%	6.15%	5.54%	1.20%
FIQFX	Fidelity Advisor China Region Fund Class Z	China Equities	Oct 2, 2018	0.80%	6.40%	—	2.01%
GOPIX	abrdn China A Share Equity Fund	China Equities	Jun 28, 2004	0.99%	-3.84%	1.72%	0.82%
GSAGX	Goldman Sachs China Equity Fund	China Equities	Jul 7, 1994	1.47%	1.89%	1.17%	0.88%
HLMCX	Harding Loevner Chinese Equity Portfolio	China Equities	Dec 15, 2020	1.15%	-1.16%	—	0.73%
HSHIX	Hartford Schroders China A Fund	China Equities	Apr 5, 2020	1.15%	-7.84%	—	0.38%
ICHKX	Guinness Atkinson China And Hong Kong Fund	China Equities	Jun 29, 1994	1.71%	-4.97%	0.41%	0.78%
LNGZX	Columbia Greater China Fund	China Equities	May 15, 1997	1.25%	0.63%	1.45%	0.67%
MCDFX	Matthews China Dividend Fund	China Equities	Nov 29, 2009	1.20%	-0.19%	3.93%	4.08%
MCHFX	Matthews China Fund	China Equities	Feb 18, 1998	1.12%	0.17%	2.84%	0.78%

The Best China Equities Mutual Funds

Risk vs. Return Scatterplot