The Best China Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of China Equities mutual funds.
- Number of Funds
- 24
- Avg. Expense Ratio
- 1.28%
- Avg. Yield
- 1.93%
- Avg. 1 Year Return
- 26.02%
- Median Risk/Return Score
- 31 / 100
The Best China Equities Mutual Funds
21 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WCM China Quality Growth Fund | Quality Factor, China Equities, Asia Pacific Equities | Mar 30, 2020 | 1.50% | -4.50% | — | 6.98% | 4 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best China Equities Mutual funds by Risk/Return Score
The top China Equities Mutual funds by PortfoliosLab Risk/Return Score are FHKCX (88) and FIQFX (87).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Fidelity China Region Fund | 88 | — | Nov 1995 | |
| Fidelity Advisor China Region Fund Class Z | 87 | — | Oct 2018 | |
| Fidelity Advisor China Region Fund Class I | 87 | — | May 2008 | |
| Fidelity Advisor China Region Fund Class A | 87 | — | May 2008 | |
| Fidelity Advisor China Region Fund Class M | 86 | — | May 2008 |
Best-Performing China Equities Mutual funds Over 5 Years
The top China Equities Mutual funds is FIQFX (9.28%).
Across the lineup, China Equities Mutual funds show an average 1-year return of 26.02% and an average 5-year return of -0.36%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 9.28% | — | Oct 2018 | |
| Fidelity Advisor China Region Fund Class I | 9.14% | — | May 2008 | |
| Fidelity China Region Fund | 9.13% | — | Nov 1995 | |
| Fidelity Advisor China Region Fund Class A | 8.82% | — | May 2008 | |
| Fidelity Advisor China Region Fund Class M | 8.53% | — | May 2008 |
Lowest-Cost China Equities Mutual funds
The top China Equities Mutual funds is FIQFX (0.80%).
With an average expense ratio of 1.28%, China Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | — | Oct 2018 | |
| Fidelity China Region Fund | 0.91% | — | Nov 1995 | |
| Fidelity Advisor China Region Fund Class I | 0.93% | — | May 2008 | |
| Baillie Gifford China Equities Fund | 0.96% | — | Jul 2021 | |
| BlackRock China A Opportunities Fund | 0.99% | — | Dec 2018 |
Highest-Yield China Equities Mutual funds
The top China Equities Mutual funds is WCQGX (6.98%).
Across the lineup, China Equities Mutual funds show an average dividend yield of 1.93%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| WCM China Quality Growth Fund | 6.98% | — | Mar 2020 | |
| AB All China Equity Portfolio | 5.01% | — | Jul 2018 | |
| BlackRock China A Opportunities Fund | 2.79% | — | Dec 2018 | |
| Columbia Greater China Fund | 2.06% | — | May 1997 | |
| Matthews China Small Companies Fund | 1.83% | — | May 2011 |
Top Mutual funds Categories
Target Retirement Date · 681 Mutual fundsDiversified Portfolio · 561 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 456 Mutual fundsLarge Cap Growth Equities · 432 Mutual fundsLarge Cap Blend Equities · 407 Mutual fundsLarge Cap Value Equities · 331 Mutual fundsGlobal Equities · 264 Mutual fundsEmerging Markets Equities · 219 Mutual fundsHigh Yield Bonds · 210 Mutual fundsSmall Cap Blend Equities · 179 Mutual fundsSmall Cap Growth Equities · 175 Mutual fundsMid Cap Growth Equities · 169 Mutual fundsShort-Term Bond · 144 Mutual fundsIntermediate Core-Plus Bond · 139 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 113 Mutual fundsMultisector Bonds · 107 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsEnergy Equities · 95 Mutual fundsTotal Bond Market · 92 Mutual fundsGlobal Allocation · 88 Mutual fundsDividend · 87 Mutual fundsTactical Allocation · 85 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTechnology Equities · 81 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
FHKCX vs. FSKAXFHKCX vs. FTIHXFHKCX vs. FPADXFHKCX vs. BYDDYFHKCX vs. FXAIXCHILX vs. EWJVCHILX vs. FLNCHILX vs. CNYACHILX vs. VOOCHILX vs. SPYFHKAX vs. SPYFHKAX vs. CQQQFHKAX vs. VAIGXFHKAX vs. FSKAXFHKAX vs. VOOMCHFX vs. SMHMCHFX vs. ENTIXMCHFX vs. CAFMCHFX vs. CQQQMCHFX vs. KWEBMCSMX vs. KWEBMCSMX vs. MJFOXMCSMX vs. OBCHXMCSMX vs. MSMLXMCSMX vs. CXSEFIQFX vs. CAFFIQFX vs. GSAGXFIQFX vs. BGCBXFIQFX vs. TRCLXFIQFX vs. TDFGOPIX vs. 3993.HKGOPIX vs. BGCBXGOPIX vs. EEMGOPIX vs. AIGYXGOPIX vs. CGFIXFHKIX vs. BGCBXFHKIX vs. CAFFHKIX vs. GSAGXFHKIX vs. TRCLXFHKIX vs. FHKTXICHKX vs. QQQICHKX vs. VOOICHKX vs. GAAEXICHKX vs. TDFICHKX vs. EVCGXFCHKX vs. VOOFCHKX vs. GSAGXFCHKX vs. BGCBXFCHKX vs. CAFFCHKX vs. IPAC