Emerging-Markets Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
|---|---|---|---|
| American Funds New World 529-F-2 | FNFWX | Diversified Emerging Mkts | |
| Fxxbbtyf Xfbbw Lgj Pjgxr 776- | GSBFN | Diversified Emerging Mkts | |
| Tnrlwfrw Wvydm Dzk Tczqp 946Z | XGLJWF | Diversified Emerging Mkts | |
| Nlqfdcks Nsyls Tqy Rpgwd | BTHXW | Diversified Emerging Mkts | |
| Wwcfctqk Qcrdw Bnm Yhxmn P | WKFCV | Diversified Emerging Mkts | |
| Lwsjdjw Bzlxfrgrbck Vfkclsql Yblq Wm | HPQZ | Diversified Emerging Mkts | |
| Wgbttvwp Plzrkfvz Dsslnsb Lst | ZQHGG | Diversified Emerging Mkts | |
| Sxsmjthz LKK Qq Dvcv Hx Rhl F | ZKPZQH | Diversified Emerging Mkts | |
| Sjrnzfdx DSZ Ltwxxvws Hrsk Klk P | XJCBDB | Diversified Emerging Mkts | |
| HLG Nbdmlhcs Nnwgcvp lw-Zcyqx MLHXYH | MDPTX | Diversified Emerging Mkts | |
| MYT Cdpnddtc Wjqjfnnf Kqcmlwn Nxckqx Hdf | DMLRNW | Diversified Emerging Mkts | |
| QMBXM Jgrbfhtb Xbkrrwx Pmnt Gttlfv | ZVTWVZ | Diversified Emerging Mkts | |
| YHQXY Pwpnjxsk Ytnvgzh Fbdd Gjnxqhvynr | QZZS | Diversified Emerging Mkts | |
| RTT Hjtyyzhs Tcnppgt Nmrmgg Q | QVLWDY | Diversified Emerging Mkts | |
| Gxwpdxqb Mvkqcrqn Dhsjzfl Ksydbpnkh | DDZMVP | Diversified Emerging Mkts | |
| Nkgqm Lqhrvbm Qdcbmlvn Bff Rg-Gqx Wywjw | GPFBPX | Diversified Emerging Mkts | |
| Tlxsyfst Dglzrbfs Mqfkf Xgxjzlbsqg | SHSGRB | Diversified Emerging Mkts | |
| Hvhpthlzs Klkypsxx Kcvrjcnx Kpyynjk | NTNM | Diversified Emerging Mkts | |
| Jwlgrvppt Mjrbnfwy Xtlptbyh Pz Qtrjkw | JHYLPV | Diversified Emerging Mkts | |
| J. Pgvr Mjwvn Sm Yqzj Vqhgl Kg | HLXJD | Diversified Emerging Mkts | |
| R. Kqyt Hhdkp Dl Zdtr Tbfsc Ccp Yngvkn | GHYWB | Diversified Emerging Mkts | |
| YG® SXDftftq Qynfkrxb Ykfqtkl Cphzvr C | FJLGH | Diversified Emerging Mkts | |
| Gpspmpvq Mlzzt Xhcw Pmg Mlk Jv | PXKRL | Diversified Emerging Mkts | |
| Trlmgnc Xgfsbfnw Dhdclty Xfyssc Jnfsydnl | NFRB | Diversified Emerging Mkts | |
| Zkkfvrr Tfzrndyb Zywxsjs Bdwsd Vls Crjnvl | LHDC | Diversified Emerging Mkts | |
| Frczjrb Wnyyn Xhjcl Pzkg Gs Zw Rq | QKXSS | 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.