3 / 5 Stars
4 5 1 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#26 in Diversified Emerging Mkts
U.S. News evaluated 201 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -10.26 percent over the past year, -3.18 percent over the past three years, 16.52 percent over the past five years, and 10.94 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.7%|
|3 Years (Annualized)||-3.2%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||10.9%|
The investment seeks long-term capital appreciation by investing primarily in common stocks of emerging country issuers. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, at the time of initial purchase, in equity securities of issuers that have their principal securities trading market in an emerging country; alone or on a consolidated basis derive 50% or more of annual revenue from goods produced, sales made or services performed in emerging countries; or are organized under the laws of, and have a principal office in, an emerging country. It is non-diversified.
Fees are High compared to funds in the same category.
Acadian Emerging Markets Portfolio has an expense ratio of 1.48 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.