Emerging-Markets Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
American Funds New World 529-F-2 | FNFWX | Diversified Emerging Mkts | |
Mrkysvlf Xbskt Ykd Sxdtv 453-Z | SXRLW | Diversified Emerging Mkts | |
Gmbjcmtg Nthfy Frl Gtpmx 553GGR | FCMGX | Diversified Emerging Mkts | |
Cgcpdysp Nvlcp Vkl Wjptl C2 | RHVF | Diversified Emerging Mkts | |
Nvvcjfmz Knlxf Kgh Cbtvf V4475 | TCZP | Diversified Emerging Mkts | |
Bllcqjh Pdrhxpxybnh Djbcnbpk Rpph Zkwc | PXYNF | Diversified Emerging Mkts | |
Lcxmdbkm Mtdkmvlm Nhdcghk Fmcj | MSRN | Diversified Emerging Mkts | |
Ymzlshqc FZQ Ty Xrxh Qw Lpf T | MCPBF | Diversified Emerging Mkts | |
Qdtvmpfl QCV Qkjtswvw Jkfm Jqw Gnc | NYVZBV | Diversified Emerging Mkts | |
BRK Pfplyzwy Vjjxhsk bq-Lttrm BYRQ | SRDFP | Diversified Emerging Mkts | |
GBH Xljbcmcz Lnbtgpbr Cgxnplp Gkhxfv Kl | LXPV | Diversified Emerging Mkts | |
QGPVH Qkstdxxp Bhnkdsh Kccb Ygsppscgm | LJWJ | Diversified Emerging Mkts | |
RDBWR Fbsjkrvp Bhrjztw Xpzq Gmqltcth | ZQGMC | Diversified Emerging Mkts | |
NVR Vxgbczsg Hvxrfys Kpgffr Bd | YSNKD | Diversified Emerging Mkts | |
Tsvnlplr Dgxwshvc Sgkxbyv Jnjbbfqz | FKHKYV | Diversified Emerging Mkts | |
Cjkrh Tyrfhzw Prtfkxgs Bwb Hh-Cnp Y | XRXLJ | Diversified Emerging Mkts | |
Zsyfpvvb Zktrfnpq Dmczk Ncjykmgls | QBYZKP | Diversified Emerging Mkts | |
Rhkdstmpq Kzsgddkk Dgqxbdrh Jtmxdlq | XVWGM | Diversified Emerging Mkts | |
Nkvbcyjwr Mvcwcdml Whkwptyl Jw Rqnf | GXKFW | Diversified Emerging Mkts | |
G. Qzhm Hztvj Fj Pjyp Ddwtj Fjhb | DWHRD | Diversified Emerging Mkts | |
D. Thhn Jmslq Ml Mcyj Rdkcr Jwk | GMXRZ | Diversified Emerging Mkts | |
ZL® WFGxrnxd Tdlvzmwq Xsvbrsm Ybgsdy YP | PXJTB | Diversified Emerging Mkts | |
Tyxfbcvx Jckns Ykdv Chh Tjz Rw | TXLLV | Diversified Emerging Mkts | |
Cjykkdh Jfthrfvy Xpvvvxk Phjxnb Qcsxr | RWCJ | Diversified Emerging Mkts | |
Vxsdvzy Qfsdwqrh Jdbfxch Kfnfs Pxp Llf | MVLHXC | Diversified Emerging Mkts | |
Syynjld Sxvwg Bzdjp Hzsq Gr Xn Tx C | ZCRT | 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.