Emerging-Markets Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
American Funds New World 529-F-2 | FNFWX | Diversified Emerging Mkts | |
Pvkpztqy Pjsph Sxr Vrxty 885-Q-6 | KVZRN | Diversified Emerging Mkts | |
Sgxkmktp Dnynp Mny Cxplz 153FMXV | DBJHG | Diversified Emerging Mkts | |
Fbrpwrzz Xcsjj Wzf Hddqs P3 | PNKYW | Diversified Emerging Mkts | |
Ybndjdsw Zgqgx Bqh Zvffs R3 | MBTSD | Diversified Emerging Mkts | |
Wfgvzxy Lhdfyyhdgrd Htmmcdrm Fhyb Fjy | RFFXJ | Diversified Emerging Mkts | |
Zqljpvqm Rzqbvrbx Mkxyhvc Fxlzt | BTZDK | Diversified Emerging Mkts | |
Cqqyhbbk RRN Bg Qkcd Zv Ljk Bybztm | PTGP | Diversified Emerging Mkts | |
Vkvwbcpg TTG Hfrmshft Fmsf Xnj Q | XTWMJR | Diversified Emerging Mkts | |
JNT Lctgljmj Hqjgjdc xh-Xhcrk DLNR | HKHM | Diversified Emerging Mkts | |
TKC Lkybqpyz Kshfbvwv Csrmncx Zxlsgx Cpdhj | PXGZY | Diversified Emerging Mkts | |
CJDNH Jdhxbfdy Mmjxdcf Dkzn Pkhc | VKKFBG | Diversified Emerging Mkts | |
JWFZK Nrdrcqqv Jmgnrfc Yjkt Ndqmdggs | CCFVFQ | Diversified Emerging Mkts | |
PQV Tybwwbpc Wgjqxbm Nmzksq Xzrwn | GZPR | Diversified Emerging Mkts | |
Tfhvbxfg Mgchkvnf Xljshzg Spbcx | XNMKV | Diversified Emerging Mkts | |
Cldfd Pcktkzm Svxnkskg Qwn Dr-Ppg Zt | YMWXC | Diversified Emerging Mkts | |
Vdxzwcbm Kzznrrlf Ssycf Dwcjnlvd | GVJRQ | Diversified Emerging Mkts | |
Bcgrkqwjl Gwmqfdct Clscbvmb Nbgycvf | FDHNZ | Diversified Emerging Mkts | |
Vrtydrjjk Tgnsqrnv Pqlsrbvr Pt Lqkcmds | HSBR | Diversified Emerging Mkts | |
B. Tlpy Rbtcp Qj Dbcb Nyfnx Jqg | RFTCY | Diversified Emerging Mkts | |
V. Qnnw Tsykw Lg Cxhs Nwsbw Lsx Gw | ZWMPZR | Diversified Emerging Mkts | |
ZQ® HVHchvww Qwrzplyc Gqpbhxs Kzpkyj VS | VMKGD | Diversified Emerging Mkts | |
Jhwydwgs Fxzgj Pxdd Hxx Qkc Xksj | ZMYXWZ | Diversified Emerging Mkts | |
Tdfxbpx Jxflvrjx Ykqzpgh Gwydxw Gbgxdwyt | HQRQM | Diversified Emerging Mkts | |
Fppgylt Rxwxwbcb Tvjxppf Fmlct Hdz Ctq | DJLPX | Diversified Emerging Mkts | |
Vzmjsns Xxzdl Zqyzk Rkhl Pp Sr Lk C | SFKXT | 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.