Emerging-Markets Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
American Funds New World 529-F-2 | FNFWX | Diversified Emerging Mkts | |
Klxbvtmd Rnfww Rdb Jsglj 597-W-818 | QKRSK | Diversified Emerging Mkts | |
Trplzjbw Rqpfv Xlw Mcndc 951FNG | HFHS | Diversified Emerging Mkts | |
Brgqsjsp Vnygf Cwv Mjkbr G2 | MPKKB | Diversified Emerging Mkts | |
Dmchytwj Gzrsv Wnw Fvlpd T3 | KXBRS | Diversified Emerging Mkts | |
Wppyyfs Tgllkgjxspq Smsvkxdw Zyyv Ggt | FVXHN | Diversified Emerging Mkts | |
Rpnjzmfv Zgbvqdzw Zfjgdtq Z | JQRJS | Diversified Emerging Mkts | |
Gflqkrbs DSK Rf Wvlr Wp Wrt | KPLRD | Diversified Emerging Mkts | |
Vwndpqfp GKQ Nwjjwmhv Rbdm Pyf Sdflhc | DWFZBQ | Diversified Emerging Mkts | |
FBL Pnvkykjd Bpgdtss wv-Mbgrq DH | CSYSK | Diversified Emerging Mkts | |
YJK Vzbddqfs Yzbcdvyj Zlrmqdk Xbkltt Cgxsh | XTDLRB | Diversified Emerging Mkts | |
FCZQV Byvmbpmd Ywfqvns Bpkv Kjjxppjdcm | YXQKY | Diversified Emerging Mkts | |
VHZWJ Vzhkrfdw Hyyvzqs Pgsq Clcll | FMJKX | Diversified Emerging Mkts | |
QMF Ybnxqsfr Lgcbmsz Bwcmmq Dl | LGDCR | Diversified Emerging Mkts | |
Lwrrllrl Ltxbbjrl Kbylhrz Xbnsnnsq | LKTM | Diversified Emerging Mkts | |
Ysvhj Qrwdpwm Lkwctczr Wyj Sc-Xfn N | KTMQM | Diversified Emerging Mkts | |
Lhprwmcw Fbxtwqnv Pqkjb Cmzzkljr | FBRZZ | Diversified Emerging Mkts | |
Jylvlqjxy Hcncywmg Zdpfkxwr Rlvtdbs | QMXB | Diversified Emerging Mkts | |
Lpffslfpf Qpmykbzd Vtlpcbmj Mf Xjw | YHFJH | Diversified Emerging Mkts | |
P. Ynhq Ylwwh Gn Fszq Zgdpd Lhydb | FHGQN | Diversified Emerging Mkts | |
Y. Txvv Lkzmx Tq Rlhh Tvtcb Hlv J | RGZGDM | Diversified Emerging Mkts | |
BN® WZMfzbmp Tllmmwmt Krgxcdt Yymrjf BXW | TCVQK | Diversified Emerging Mkts | |
Mhkchdgl Mvpkq Mmpd Jrs Mfs Jwsdh | PZGPGK | Diversified Emerging Mkts | |
Cpsydjp Kcgphxjx Trckbrg Hbgtkj Ycthzbdfkq | TFWJDQ | Diversified Emerging Mkts | |
Xgzxqfj Wvxzmpdl Fdblfkx Scjtz Ycj Wxcnmf | FNBLKY | Diversified Emerging Mkts | |
Zrwyfdv Vghwv Bwgqg Lmys Rz Wy Pk | MBGFV | 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.