3 / 5 Stars
4 4 1 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#70 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 -7.09 percent over the past year, -2.33 percent over the past three years, and 15.15 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.5%|
|3 Years (Annualized)||-2.3%|
|5 Years (Annualized)||15.1%|
|10 Years (Annualized)||N/A|
The investment seeks maximum long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in securities of companies that are tied economically to countries with emerging securities markets. It normally invests primarily in companies located in the countries represented in the fund's benchmark, the MSCI Emerging Markets Index, and have exposure to at least 5 emerging market countries. The fund may invest up to 20% of its assets in securities of U.S. companies and may utilize foreign currency exchange contracts, options, stock index futures contracts and other derivative instruments.
Fees are High compared to funds in the same category.
AllianzGI Emerging Markets Opportunities Fund has an expense ratio of 1.67 percent.
Risk is Average compared to funds in the same category according to Morningstar.