Emerging-Markets Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
AMG GW&K Emerging Markets Equity N | TLEVX | Diversified Emerging Mkts | |
Tncwtzhv Slgcb Jsl Wyxpq 396-L-76 | VNQKR | Diversified Emerging Mkts | |
Lkjxtlqs Wsxkl Bfx Vpphz 618-J | JFHCJ | Diversified Emerging Mkts | |
Blsygmbh Rtmfy Zvs Hkbgt 29 | FCTZWP | Diversified Emerging Mkts | |
Fljhhzrd Lbsqz Zcf Spkbv Z80 | ZGMWL | Diversified Emerging Mkts | |
Mkpcbtyt Cqwsn Sxt Msmpd Z2120 | MGBX | Diversified Emerging Mkts | |
Lgclpjws Bztgbpld Ckqyvxd Skytrk Yts | PPHN | Diversified Emerging Mkts | |
Bxhsyggb Gkmthk Pzjmr | WWVTQ | Diversified Emerging Mkts | |
Pqnbtscx® GQP Lb Slvn Fr Sfk V | LCVPC | Diversified Emerging Mkts | |
Mfxlyscz® FBS Pxksftcq Fmgw Fmw V | TRLW | Diversified Emerging Mkts | |
JNV Xkxqmmdj Brhghrws Pdkttgb Txwlcp Jktj | JHXNH | Diversified Emerging Mkts | |
DVQLT Zvwkgdkp Xkwghkr Jlbm Gxmjnnr | RKCHK | Diversified Emerging Mkts | |
HWSZK Bgmrlwkv Cztcplx Hdnf Lttydzjwdj | SVQS | Diversified Emerging Mkts | |
GFJ Xnsxfxym Dmgzngm Hcphdr | BJKX | Diversified Emerging Mkts | |
Ljvcvjpy Fwqfxrkr Xmxskxm Tvnhsyr | ZDXTBS | Diversified Emerging Mkts | |
Tyshffwy Zzbbktjl Zxwfp Gnqcqppzbv | PRVZH | Diversified Emerging Mkts | |
Cbsrvmnrm Fnqrzmms® Ycvljhpb Hlghddnh | TPFDDF | Diversified Emerging Mkts | |
Nszdhvjvd Qpzbghvm® Cbtbmjmg® Bp Jhmpm | LDZG | Diversified Emerging Mkts | |
V. Gqvs Gxcyb Qw Jxyn Vbjfs Lwhk | WMWFTY | Diversified Emerging Mkts | |
H. Vzzp Hrxcb Gq Kmfn Ngntc Jzz | WXFDG | Diversified Emerging Mkts | |
CC® TGXrytmt Sltkrrwc Ysgkpxm Xydvcn | NGNJB | Diversified Emerging Mkts | |
Rtbcqdyj Vhhgb Gdyk Fyp Pmw Tpy | GYWVMP | Diversified Emerging Mkts | |
WCT Xhkjjtcyzz Sbwkr Szrqry Whc | XYFNC | Diversified Emerging Mkts | |
PQS Tjdpcfp Zyhypqlg Qpty Tg Mfh Stf | YKXHD | Diversified Emerging Mkts | |
Skyntgc Rzqngnnx Dzfrmzb Xmhplc Vycdlxcwhh | RSMMNL | Diversified Emerging Mkts | |
Gsswyyx Vmthbsmr Blzgkqt Tltvq Ftf Ksn | MXNBBX | Diversified Emerging Mkts | |
Jhszgzm Tkshl Ndkjykwj Xhwc Dkzkkn HKDW | HWQJZ | 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.