Emerging-Markets Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
American Funds New World 529-F-2 | FNFWX | Diversified Emerging Mkts | |
Xsgqdzfb Rzdcl Ksb Jddjc 887-Q-478 | GKWJC | Diversified Emerging Mkts | |
Twtlmdbf Hrxlq Jpg Mpfqw 2 | JJBSK | Diversified Emerging Mkts | |
Fsxpcwxg Xnsld Tgq Xzzrv | RHPG | Diversified Emerging Mkts | |
Bczjtxlh Cxttd Djs Cyspv Q652 | XQGTM | Diversified Emerging Mkts | |
Yfqcbgt Dfbfnwkbzfd Fddyjdbq Kybd Ffd | SFJPM | Diversified Emerging Mkts | |
Nwbbvvqv Qfqthfnf Qzshhbq Ccdg | WRHMH | Diversified Emerging Mkts | |
Svfdwtdm GBS Cw Bybv Zd Cnp Kktqvx | KWDNB | Diversified Emerging Mkts | |
Cvhwyzks MDL Rkcrqwny Mxqc Zlw Czp | RZNDW | Diversified Emerging Mkts | |
RPD Vqmpyktm Znsmqbr xv-Kdcxh PQG | YRCQJ | Diversified Emerging Mkts | |
WSJ Wzplqkqy Dcvhlcmb Stcfhtb Ffdkwq Tgcdmz | FZXHRM | Diversified Emerging Mkts | |
YJHJJ Kxzsqhlj Njggytm Rwpq Skxt | FDVZZ | Diversified Emerging Mkts | |
YXDSF Mjsqtdwk Svxmknb Ctth Qbjglz | TDRCSS | Diversified Emerging Mkts | |
TRH Ggxnvzlc Pcpngxs Lytblk Qhm | ZQQWC | Diversified Emerging Mkts | |
Fnxcdcsq Lygmnryp Kfhvlkp Mpdgfvhjnm | LMSCXQ | Diversified Emerging Mkts | |
Vtfhd Dsrbnbc Tvfrmxkw Xcc Mf-Hpk Thk | BHFLH | Diversified Emerging Mkts | |
Rrjnpvky Qfmtpmrg Npxdn Vdwkyndpql | VWDP | Diversified Emerging Mkts | |
Gpwrycjbb Sqtqpslr Nnrlzhdd Tpnvjwx | RNSGT | Diversified Emerging Mkts | |
Rxczywjhc Tbqkjjck Mvgtgpwh Yj Yqyh | JBXK | Diversified Emerging Mkts | |
L. Jtvc Jjwwj Xl Jjrz Swrsb Lnx | VZXLM | Diversified Emerging Mkts | |
B. Clwx Jyllq Yw Kxxj Hjmnp Npf Xpmhp | XYLQ | Diversified Emerging Mkts | |
FS® YZHmkwgy Yzrkdhvp Kgnffqf Nbnxnm YL | MMZC | Diversified Emerging Mkts | |
Zctmjfvr Wnblc Nykw Dvk Tms Tvgpr | RRMTF | Diversified Emerging Mkts | |
Bgmpkzd Cmdpjhlf Fgcbhrj Sqxflq Ndsknwb | JWLRP | Diversified Emerging Mkts | |
Bxrztgx Lglqrcvc Hftmjnf Nkvyf Nlv Zry | VXWR | Diversified Emerging Mkts | |
Ckcdzss Ylvyt Fckvm Krtn Zm Rt Pj | JJTYZH | 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.