4 / 5 Stars
4 4 1 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#12 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 -6.40 percent over the past year, -2.37 percent over the past three years, and 18.99 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||-2.4%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets in emerging markets equity securities that are defined in the prospectus as Approved Markets securities. It may gain exposure to companies in Approved Markets by purchasing equity securities in the form of depositary receipts, which may be listed or traded outside the issuer's domicile country.
Fees are Low compared to funds in the same category.
DFA Emerging Markets Social Core Equity Fund has an expense ratio of 0.66 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.