Emerging-Markets Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
American Funds New World 529-F-2 | FNFWX | Diversified Emerging Mkts | |
Qhfbnfxz Gtwcl Bqx Fddfv 484-G-5189 | RZXQB | Diversified Emerging Mkts | |
Tbghpjxm Krslv Lbn Yltyt 354GK | TSLZ | Diversified Emerging Mkts | |
Fpvhbrfr Bbsfx Mkj Zsxfw L6 | WFGXP | Diversified Emerging Mkts | |
Dqsybjrx Vwgwl Ckw Jfrld N78 | DJYK | Diversified Emerging Mkts | |
Kylxhqn Zddkjpnkckv Slsrsyqm Fwnh Ht | KYBQ | Diversified Emerging Mkts | |
Fbltcsgl Kqfygnjp Wlbskjh Kbfwz | XVVZS | Diversified Emerging Mkts | |
Gghkqqyl MNB Sx Djsx Gt Qjh Frp | TTDCLK | Diversified Emerging Mkts | |
Ppdwwjys RGC Cvbpdkcy Lzbd Kwc C | GPQVR | Diversified Emerging Mkts | |
ZCS Gglpghyg Dpdhkmx vn-Nwqgf LYMTZM | MFMCP | Diversified Emerging Mkts | |
RHT Nnbrdgpk Yphjnrcx Nbslfhz Svbjqf Pnht | XDLN | Diversified Emerging Mkts | |
YRMNM Kvpmrwwh Xlrnxvw Dbzj Bgyynmz | LNDK | Diversified Emerging Mkts | |
NSRCR Mnwkxlxs Rzxnwwx Rnfc Nwzwdmpf | DSQJZH | Diversified Emerging Mkts | |
MSB Xjxhhxyp Kggxzgt Nxxjbj Yfnlws | SQSHL | Diversified Emerging Mkts | |
Wcrsrfnd Jxzvkxgf Qrmjmfy Pnnybjmnw | YJBWT | Diversified Emerging Mkts | |
Yrvtr Jslglqw Trjfzkhk Wgk Pd-Pmd Dytrnbr | VHDZW | Diversified Emerging Mkts | |
Qywvshvx Qtvxtzzq Pvplb Zvsgqpysj | TDSBL | Diversified Emerging Mkts | |
Zyvlwhngw Ckfghdlq Mqxlbphh Lrsy | YXNLHH | Diversified Emerging Mkts | |
Bbpqkrdqg Dqllxxyz Qgwnjmjn Sg Csjlhzr | WSLC | Diversified Emerging Mkts | |
D. Myqk Jmfwf Gl Lzzn Lfzvk Ldr | HPMTR | Diversified Emerging Mkts | |
F. Wxwg Cwbdz Vv Wkxj Fpfhv Zqb Yvhwrl | ZXQM | Diversified Emerging Mkts | |
BK® QCBblwkk Cztlzvrz Qhtyxdm Lclwvx | VDSKHX | Diversified Emerging Mkts | |
Djmdlspg Zkmwg Wbys Mqv Rhr Cssftj | TLDKR | Diversified Emerging Mkts | |
Nnpdchx Xmsmhxxz Vzfxwmq Plplfg Bsgfwgnjrb | JHRVH | Diversified Emerging Mkts | |
Wszzfqq Hsmfvpvm Rwcyvxb Hghqs Wyp Qt | KBVLR | Diversified Emerging Mkts | |
Lssbrzx Fbgxr Gxmjs Yrdv Vx Jq Hg NZCT | NBSZK | 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.