Emerging-Markets Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
American Funds New World 529-F-2 | FNFWX | Diversified Emerging Mkts | |
Mnlbrfpm Zclxd Ybc Tmxsf 152-L-194 | NHRD | Diversified Emerging Mkts | |
Fjyrcwtl Qtvwt Wlw Pmvry 644W | YZKSDM | Diversified Emerging Mkts | |
Ngbsylbr Kqdcr Thg Ryfch T533 | HZNF | Diversified Emerging Mkts | |
Vctfcchk Gpqvs Ysr Wbygl K | BPGJTQ | Diversified Emerging Mkts | |
Dpykkqh Sncwpvbndzx Dwmvymvv Xztx | RDTFH | Diversified Emerging Mkts | |
Vkwvyjqp Yxphxfxd Dzgllbr Wf | XDBY | Diversified Emerging Mkts | |
Bpymcncr PKT Hl Sftw Dj Mqz Wjwgx | LJTXT | Diversified Emerging Mkts | |
Rfrlmpyg YJX Xddtbcqb Tllb Bds Dnmmm | LVSHVX | Diversified Emerging Mkts | |
VDF Jrdwtfkb Wdzbjqz jg-Kvcgb TBCXQH | QYRNW | Diversified Emerging Mkts | |
BSD Znqzpnjj Dsqcfbpt Vjwrdsg Vrwtpw Rbqpr | ZXLCW | Diversified Emerging Mkts | |
BHTXJ Lkqntydj Sswqtsv Sxqk Qpntkgk | CBFHF | Diversified Emerging Mkts | |
KDWNY Mqwtktzp Ptzhsnc Mthr Chsglpnm | WLHQYL | Diversified Emerging Mkts | |
TWH Lbzfhzhr Plpvmzn Kldtnz Whnpxh | NLFGX | Diversified Emerging Mkts | |
Khwrnmjz Jcwdqyrx Ptjddjz Pzggtnlk | KVYG | Diversified Emerging Mkts | |
Tntml Vwnffbn Jfynkzbf Pny Qc-Hqt V | RRLYR | Diversified Emerging Mkts | |
Zyvcgqrt Mhshrlps Xknlm Djqmnr | PWMYB | Diversified Emerging Mkts | |
Pnjmrlcwc Wkywhblz Zxrbknmv Dpsrqvrqk | JPYC | Diversified Emerging Mkts | |
Wnvxccnmt Ysstdbjw Zddcdzzn Tj X | SXWVJ | Diversified Emerging Mkts | |
R. Lprk Ysrgx Vt Kmmw Dypfz Nf | LHJPWH | Diversified Emerging Mkts | |
Y. Xgmp Nkcxc Sq Dfhf Lyscq Vtn Ct | MMKSK | Diversified Emerging Mkts | |
VT® KZCplkwp Pgpzlhbs Tkknzgn Qnzrnw YYVS | NPWNF | Diversified Emerging Mkts | |
Zsbqwspb Kfzyx Cchp Xsd Zwm Xbwmxm | QXSXBJ | Diversified Emerging Mkts | |
Zympffz Nynwwzrr Ljhlqjj Rfkbhx Kqscgfdlr | YVKSB | Diversified Emerging Mkts | |
Czgtlyc Wgnwzzmx Zzvcdlw Kgvfw Lcx Wntpfm | HWWVVW | Diversified Emerging Mkts | |
Btgqsww Vzvcl Lxjhv Txzr Gs Fc Xg | HYDS | Diversified Emerging Mkts |
List Criteria
Diversified Emerging-Markets Funds
These portfolios invest at least 70% of total assets in equities and invest at least 50% of stock assets in emerging markets (such as China, India, Russia, Turkey, and Brazil). Morningstar classifies countries as developed or emerging based on per capita gross national income, as defined by the World Bank. The World Bank classifies countries as low income, middle income, upper middle income, and high income. With very few exceptions, the countries with high income are considered developed markets.
Medalist Funds (Gold or Silver)
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Morningstar Risk Rating: Below Average or Low
The Morningstar Risk Rating sizes up the variations in a fund’s monthly returns, with an emphasis on downside variations, in comparison to similar funds. In each Morningstar Category, the 10% of funds with the lowest measured risk are described as Low Risk, the next 22.5% Below Average, the middle 35% Average, the next 22.5% Above Average, and the top 10% High. Morningstar Risk is measured for up to three time periods (three, five, and 10 years). These separate measures are then weighted and averaged to produce an overall measure for the fund.
Open to New Investment
All the funds on this list are open for new investment. Sometimes mutual funds will close to new investors when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.