2 / 5 Stars
1 1 1 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 202 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 -10.91 percent over the past year, -4.67 percent over the past three years, and 13.47 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||-4.7%|
|5 Years (Annualized)||13.5%|
|10 Years (Annualized)||N/A|
The investment seeks to provide capital appreciation. The fund invests at least 80% of its assets in equity securities of foreign companies located in emerging markets or whose primary business activities or principal trading markets are in emerging markets. The fund's sub-adviser uses a "bottom-up," fundamental approach to identify quality, growth companies typically with dominant industry positions, strong balance sheets, and cash flows to support a sustainable dividend payout.
Fees are Low compared to funds in the same category.
BMO Lloyd George Emerging Markets Equity Fund has an expense ratio of 1.40 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.