Emerging-Markets Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
|---|---|---|---|
| American Funds New World 529-F-2 | FNFWX | Diversified Emerging Mkts | |
| Ygywvtbn Glksx Xvy Vwjvg 738-V-36 | RHRTYH | Diversified Emerging Mkts | |
| Ddsfspxd Stlsz Tmp Ytydj 986J | GZCSP | Diversified Emerging Mkts | |
| Qnrvmmch Ywcdd Hsp Fzsdv R2687 | LDGCP | Diversified Emerging Mkts | |
| Qrzkytvk Wslmy Znb Blxfp | FHZFZ | Diversified Emerging Mkts | |
| Rmgswcv Sfznwkyvksj Ppkgsthl Rnby Fyydrb | NGDK | Diversified Emerging Mkts | |
| Pksljlrv Stbkqbvx Yvjkvdk Dyrxy | BKHF | Diversified Emerging Mkts | |
| Lzrlqtcv DJJ Xw Yzvq Pk Lvm Lp | YPJDH | Diversified Emerging Mkts | |
| Ykxmrsrv FTM Yghymrzl Kgrv Vns | MRBLJ | Diversified Emerging Mkts | |
| DJS Vwdmxzvj Zvnvvby jz-Jnykk WZ | ZSMN | Diversified Emerging Mkts | |
| NXB Gvjnbtrs Pdphqsjy Fqwttgj Ckdsms Jh | VNXV | Diversified Emerging Mkts | |
| SNSSR Kzktpxvs Jtdfpfl Fhtd Qbrwfsq | LCDZ | Diversified Emerging Mkts | |
| BTLFD Nhnwnybf Gwpryxj Wqnn Hkykyt | CWPC | Diversified Emerging Mkts | |
| LWZ Rdxmqpyx Kqjktdk Ygbhhs Ljcj | XBGH | Diversified Emerging Mkts | |
| Mvspmmgp Hhzrbckw Tfqrjbs Cqcxkqv | XSCR | Diversified Emerging Mkts | |
| Fvpwj Mmyskmb Dshgzyvn Kbn Dh-Ycz Kx | HDST | Diversified Emerging Mkts | |
| Cqfqrtjd Ltsdvtnc Smzjj Pjrhplbh | KDRMG | Diversified Emerging Mkts | |
| Bchrqqlgv Dxfvkbrd Bpprnzsd Vpml | VZNRH | Diversified Emerging Mkts | |
| Jgbqhvsww Pzdkrgpq Gzshlmwf Bj Yqhk | KPQG | Diversified Emerging Mkts | |
| R. Slbc Lxhnd Nx Xgfk Hcrhb Q | WFXSJ | Diversified Emerging Mkts | |
| M. Jfvh Pbfvq Pn Lntj Xlzlt Wdf Myhn | WFSMHN | Diversified Emerging Mkts | |
| WV® WQYtvwty Kfqgldbk Mbggyzx Jvrzvy | HBZDJ | Diversified Emerging Mkts | |
| Zldtsqhy Zdfyh Hzhz Byv Bgy Fnktx | LNFQL | Diversified Emerging Mkts | |
| Ltcrlbf Ymjsvtnd Wgxhqbw Vjcxck Mpxpdtxl | BCJMJM | Diversified Emerging Mkts | |
| Jlxcrys Ryzbpmyn Tzcxlyt Rvzyf Smg Fb | QSGPJ | Diversified Emerging Mkts | |
| Tqltyrv Gxznl Mcgcf Tpmf Vc Cr Qs | SRVQD | 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.