2 / 5 Stars
2 3 1 5 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#76 in Diversified Emerging Mkts
U.S. News evaluated 206 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 -5.37 percent over the past year, -4.24 percent over the past three years, 12.53 percent over the past five years, and 8.31 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-1.1%|
|3 Years (Annualized)||-4.2%|
|5 Years (Annualized)||12.5%|
|10 Years (Annualized)||8.3%|
The investment seeks long-term capital appreciation. The fund will invest, under normal market conditions, at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities of issuers located in emerging markets countries, which are generally defined as countries that may be represented in a market index such as the MSCI Emerging Markets Index or having per capita income in the low to middle ranges, as determined by the World Bank. To diversify its investments, the fund invests primarily in securities of issuers located in at least three foreign countries.
Fees are Low compared to funds in the same category.
Consulting Group Emerging Markets Equity Investments Fund has an expense ratio of 0.99 percent.
Risk is Average compared to funds in the same category according to Morningstar.