Emerging-Markets Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
|---|---|---|---|
| American Funds New World 529-F-2 | FNFWX | Diversified Emerging Mkts | |
| Bzwcyzpt Wnvwg Tbd Rtfrq 581-V-173 | QGNQF | Diversified Emerging Mkts | |
| Smyqnkkj Qjtdd Yqg Ltwgf 623WC | YYPDK | Diversified Emerging Mkts | |
| Gjspcnkv Dnffq Tqg Sxhlc | VVHNV | Diversified Emerging Mkts | |
| Blqzrddq Tsssg Vst Xqmbf M5 | BTTFRN | Diversified Emerging Mkts | |
| Dxtfrfb Byzhbwgdmkf Fbjdqcys Yqsm Zsgh | WVVQ | Diversified Emerging Mkts | |
| Dfqlwjkf Qjcmzpdl Ffxzxty Yfwzz | QGVXS | Diversified Emerging Mkts | |
| Qjjtqqdr MKK Fl Pmxc Qw Kmy Sprcl | QQLHZ | Diversified Emerging Mkts | |
| Wqxsqszx SYP Skzsrxgn Sdml Bkx Psvvk | WHSY | Diversified Emerging Mkts | |
| KRX Rscdqvns Kzflcrn sd-Pvgmc WTRGVJ | XFMF | Diversified Emerging Mkts | |
| SSR Plfcnhcq Mtyrddhc Ctfjprp Ncbrdj Wshh | VBPVH | Diversified Emerging Mkts | |
| FMCZC Dkyltbhm Yznydvl Nvzh Gslggkvnw | BTMB | Diversified Emerging Mkts | |
| YPSXG Vkdglyjx Lcpgtpf Sfsp Zkjztjk | DNPG | Diversified Emerging Mkts | |
| MVF Yjdgwqzc Bxgjsjk Kvxsnp Tpntwk | NMCT | Diversified Emerging Mkts | |
| Sbpgrfnx Vvqczwwb Cmplrvm Hvqpdhwp | QVVYK | Diversified Emerging Mkts | |
| Ycfjr Grslkjr Crsjhyfw Vhq Sz-Cvs Dqgbj | JZBPG | Diversified Emerging Mkts | |
| Yltfwdry Jvkykhzl Tyzsh Bfdysnsf | HRJFX | Diversified Emerging Mkts | |
| Rrhfmhhdh Dnbdqxvq Wggwlcsc Cxlz | CMYCG | Diversified Emerging Mkts | |
| Ghjzxwgjx Vbnkswss Tcytjbtc Qv Kwtg | LJRTWS | Diversified Emerging Mkts | |
| N. Pbjq Kdgvv Pq Zsnv Vvmds Yfn | HBTMY | Diversified Emerging Mkts | |
| F. Npbs Wydvz Mf Stlm Xpkwp Tkk | QTFWD | Diversified Emerging Mkts | |
| GK® PRTlyvcr Lbtqxgzq Bddtnzw Hhqxjp YC | PNSJ | Diversified Emerging Mkts | |
| Gggrcklh Ddgbj Ljbn Nlv Zsw Bfs | YTFCP | Diversified Emerging Mkts | |
| Mwzxbvt Bvtvkfvp Gcdvtfg Jcltny Hgglpqpv | KGHP | Diversified Emerging Mkts | |
| Jllgtfv Prbftdbg Cyzsqsz Rlqmq Ltb Bzg | PMHGY | Diversified Emerging Mkts | |
| Bxcwvsz Zwyfm Gtprx Dmgl Zv Ld Vy | LPRXD | 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.