4 / 5 Stars
4 4 1 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#11 in Diversified Emerging Mkts
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 -5.68 percent over the past year, -1.71 percent over the past three years, and 19.28 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||-1.7%|
|5 Years (Annualized)||19.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The Emerging Markets Core Equity Portfolio purchases a broad and diverse group of securities associated with emerging markets, which may include frontier markets (emerging market countries in an earlier stage of development), authorized for investment by the Advisor's Investment Committee ("Approved Markets"), with an increased exposure to securities of small cap issuers and securities that the fund's manager considers to be value securities.
Fees are Low compared to funds in the same category.
DFA Emerging Markets Core Equity Fund has an expense ratio of 0.63 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 5 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 4 for one year and 4 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 5 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-03-12