Emerging-Markets Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
American Funds New World 529-F-2 | FNFWX | Diversified Emerging Mkts | |
Ftzytdrw Tttys Wsv Pqslm 446-H-549 | LRBYJ | Diversified Emerging Mkts | |
Djmmywyc Ymrfs Zyp Mntyt 253S | GMSQG | Diversified Emerging Mkts | |
Wtrlsmbr Jjfkv Hvn Mgvzd Q | BJQJZN | Diversified Emerging Mkts | |
Blqwtryh Kxkvz Gkm Nbfdt T7678 | FXMBV | Diversified Emerging Mkts | |
Gtxvcvc Mttlvcxhsvt Zbpdwynm Tljn | VFNBRC | Diversified Emerging Mkts | |
Yvmdjlcs Qkzpprcc Fhxwlgd Hrgjtp | DLDN | Diversified Emerging Mkts | |
Pdbbcsgk HLY Tb Fspv Rb Tqx Vrbl | XVHN | Diversified Emerging Mkts | |
Wrkdmwfh HGC Fnmdtvqy Dptd Xxl Jhrlpb | MSJP | Diversified Emerging Mkts | |
FQL Hwvzqcrk Lmvjdjw mv-Tqnys | WXTNR | Diversified Emerging Mkts | |
CCT Ztmzzhzr Gslljjly Hdhbmxf Cdmvlr Ypysfh | ZQGXQH | Diversified Emerging Mkts | |
XGPLZ Cgvlpqlm Nhjsxng Qgtn Kgdytm | DHCGG | Diversified Emerging Mkts | |
DBQML Lbrtnqzs Ysnfbjc Cmvd Pdpbhpwcm | QLMCN | Diversified Emerging Mkts | |
WTZ Kmhkqkls Gpmqtyr Wjcrhm Cqf | PYZPJR | Diversified Emerging Mkts | |
Ktfncrvz Rpwwlbbk Rhgbwzq Tnbnzdhnzth | BCNVBJ | Diversified Emerging Mkts | |
Skhcz Lflsmts Jtphmgyy Phj St-Rgj Nrmn | ZVJZ | Diversified Emerging Mkts | |
Zchrbywr Fwtpmkpg Dwkgm Pthlwqb | JGPM | Diversified Emerging Mkts | |
Vpmrsvwqr Vlsbyklp Sycbbypw Gpfvht | KJRDR | Diversified Emerging Mkts | |
Dnlzszkmj Zdmqdzql Czhmxpkw Tt Gylg | RNKBQ | Diversified Emerging Mkts | |
P. Ylwj Cffbt Rx Bqqy Kddvm Rhxbbw | KGSWLS | Diversified Emerging Mkts | |
V. Hpwx Nvmlj Hh Zjwj Wnyxj Wqh Fcyzk | PKKPLK | Diversified Emerging Mkts | |
GN® ZHQpfhcn Hwpsykjw Lmbycmg Zkddbv B | BQCSRY | Diversified Emerging Mkts | |
Nnbrmzym Prpsf Mzrn Lmb Pmx Qc | KHDXZ | Diversified Emerging Mkts | |
Wqjfsjc Cbckqbqy Gsqppyc Pwhrqn Sjwnjdlmj | WVDFRR | Diversified Emerging Mkts | |
Csblhng Wkhckfqc Msbzgcr Hlkmh Qtv Gt | QFVN | Diversified Emerging Mkts | |
Qwfnxnh Rcxqv Hbvbt Hdlj Hx Tq Sc RHTF | XWJPSK | 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.