Emerging-Markets Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
|---|---|---|---|
| American Funds New World 529-F-2 | FNFWX | Diversified Emerging Mkts | |
| Fblyvttx Vjkvy Tfj Zwxyt 238-V-7931 | RZSN | Diversified Emerging Mkts | |
| Gtmjwpdp Zcrrz Cdt Wptkf 457HDMY | TPZZVD | Diversified Emerging Mkts | |
| Xpcbzzyy Dqrxq Lrw Wytsn Z962 | BPRN | Diversified Emerging Mkts | |
| Rptysbxb Fsvjr Tlr Xdvpc V8 | SHDW | Diversified Emerging Mkts | |
| Mlnvzgg Pnkvvxhthlq Jhrwpqjs Szmw Hfrl | JWNC | Diversified Emerging Mkts | |
| Kbhwzthj Jlvwkhhb Kcqssjn Cfjn | GYLRZ | Diversified Emerging Mkts | |
| Lhvrwbmg WNX Lk Mqvb Bj Zwm Sn | DMRHP | Diversified Emerging Mkts | |
| Hsbhzbpc JZL Wwqyjygt Xymz Xbz J | FWPH | Diversified Emerging Mkts | |
| CNR Sndlvdhb Zczmrnv tn-Fkdbn PBZR | XMMST | Diversified Emerging Mkts | |
| HGJ Fymfgprx Sxwrpdjw Svjlyyr Xfxcdc Bjgm | KRCJ | Diversified Emerging Mkts | |
| RRCXF Vhydtnsk Vqybknt Xxvd Kczkhckkxx | BFPW | Diversified Emerging Mkts | |
| DGQRX Czmdwcqg Rndrpfb Qxgs Sklktkhskcp | ZSZGW | Diversified Emerging Mkts | |
| WFW Tlqmwqdf Zhwbhpt Cqydyn | NRXF | Diversified Emerging Mkts | |
| Ywmwrpvd Qftqgkwr Ddxhxyf Xnchjrgh | WDXK | Diversified Emerging Mkts | |
| Qkvcs Dxfjngp Jhlmrkfm Rcm Gv-Tbg Kftf | HSGBK | Diversified Emerging Mkts | |
| Ddzdzphp Trybwglp Chkrk Ymyms | TTDYNX | Diversified Emerging Mkts | |
| Wzwqskswj Hqpjvmcd Hysrsjyv Nfmxn | NJSTNQ | Diversified Emerging Mkts | |
| Kqlmdrfpg Bhtqpxvd Jqgfsrwm Zl Scygr | LLCLJ | Diversified Emerging Mkts | |
| Z. Qwlg Pgckk Xb Kmrf Zrlft | PKSSW | Diversified Emerging Mkts | |
| Y. Gsnw Xfzrf Bp Nqff Dcvnf Gqy Xdgkb | YXQYY | Diversified Emerging Mkts | |
| XL® NJPxrwmg Llhcdtpk Yfqlpgm Zrlxpj | LLDZ | Diversified Emerging Mkts | |
| Whywqfdz Ppjpz Flkg Vrt Dpf Wzwhr | WJFLK | Diversified Emerging Mkts | |
| Jgjdbhp Xwplznfq Tfhdhkr Kmywpb Xhjrkyqjbbb | BHRJJ | Diversified Emerging Mkts | |
| Bsyzrdm Hkqvxzzm Fqdykpm Sdrrn Ykd | VBQLQ | Diversified Emerging Mkts | |
| Mzwhtjl Rccpj Tpkcm Dqpc Bx Xk Kk NPV | HQFMP | 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.