5 / 5 Stars
5 5 2 3 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
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 5.62 percent over the past year, and 4.43 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.1%|
|3 Years (Annualized)||4.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund normally invests 80% of its net assets in equity securities in the form of common stock of growth companies domiciled, headquartered or whose primary business activities or principal trading markets are in developing countries. A developing country is a country included in the MSCI Emerging Markets (EM) Index and other countries determined by the Adviser to be developing countries based on classifications. It may invest up to 20% of its net assets in developed countries and in frontier countries as defined by the MSCI Frontier Markets (FM) Index."
Fees are High compared to funds in the same category.
Baron Emerging Markets Fund has an expense ratio of 1.25 percent.
Risk is Low compared to funds in the same category according to Morningstar.