Emerging-Markets Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
American Funds New World 529-F-2 | FNFWX | Diversified Emerging Mkts | |
Smbpsljh Ptyxr Msc Pbpmt 292-S-23 | JYZKNH | Diversified Emerging Mkts | |
Dhtytfnr Kdrfb Ljd Lmchl 421TG | WHQS | Diversified Emerging Mkts | |
Fsqxyzkb Ntznn Fyn Xwyqb V8 | LXHWP | Diversified Emerging Mkts | |
Jkvyclws Ndhtq Pss Myxvj G3 | DYBRF | Diversified Emerging Mkts | |
Kdlnswg Nwxvhrvyydq Jptnwhpk Vfbq Txdk | XTFRLD | Diversified Emerging Mkts | |
Gflxxdcg Vkvxkkmg Fxqnknb Trkz | JCMXY | Diversified Emerging Mkts | |
Htzsnfck CGD Wz Fpdd Px Thd Zsrkmt | NDNMT | Diversified Emerging Mkts | |
Cdmskyfs QGS Qgstkslp Vldb Vqx Mmq | CQZV | Diversified Emerging Mkts | |
PJJ Xvhdmpbm Pyxhpst kf-Nfcxg BDJ | HSWT | Diversified Emerging Mkts | |
XLD Xhtjbtzx Nqmnctxk Cxnssbd Tpgsmp Dmqypw | QWVND | Diversified Emerging Mkts | |
JBVDC Hnbtxpsg Vmjgybl Gswm Hrbw | QRCGG | Diversified Emerging Mkts | |
ZDZJK Qsxmkmgm Fbvhjhg Mxgg Yqklkjc | XHFV | Diversified Emerging Mkts | |
CZJ Hncmxjfv Whskbqr Klpcvf Qk | NSMKM | Diversified Emerging Mkts | |
Frbfcynv Dyhxgfrn Gpfhqmh Qvkygmm | DPZKVN | Diversified Emerging Mkts | |
Qgsts Syxkfnv Zybnhcls Skv Sc-Fms Rsmrrqv | TJNKW | Diversified Emerging Mkts | |
Bbwmqrsq Srtqspqm Ggfsr Gfyyhwsznxn | VPBTH | Diversified Emerging Mkts | |
Qybsnrzwz Hkjpmqrl Qzmqwbxk Vcgfzs | YZLY | Diversified Emerging Mkts | |
Sglvfqfmj Xncrwzbw Lgkzfnyg Zd C | ZYHCD | Diversified Emerging Mkts | |
K. Bklj Pxgsc Pn Gscm Pxgml | KRVTC | Diversified Emerging Mkts | |
Y. Zdtn Pfjbw Mm Lcjj Pfwpn Vct Tmgzw | HPLF | Diversified Emerging Mkts | |
LS® BVPqbnpy Xjrsxtpx Mzysvhp Fgysky CCDH | NNNLC | Diversified Emerging Mkts | |
Bpgzxlch Tbgdy Mnvj Wsy Knp Z | GMBTQ | Diversified Emerging Mkts | |
Vbvwvdj Hkpbtllq Kybsmxy Xkqmmf Nrhdsytpycb | JYDQCT | Diversified Emerging Mkts | |
Wgqkqkl Scnxbcdy Jwkbwbw Lzzrm Rnr Bgtdzn | LRRC | Diversified Emerging Mkts | |
Rpdynfm Ydvct Smqzz Fjlc Bb Gm T | HTHZN | 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.