2 / 5 Stars
3 2 1 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#94 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 -9.18 percent over the past year, -4.25 percent over the past three years, and 17.47 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-4.5%|
|3 Years (Annualized)||-4.3%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize capital appreciation. The fund invests primarily in international emerging market equity securities traded on foreign stock exchanges. Under normal market conditions, it invests at least 80% of assets (defined as net assets plus borrowing for investment purposes) in stock of companies that are organized in or maintain at least 50% of their assets in, or that derive at least 50% of their revenues from, emerging market countries. The fund defines an emerging market country as any country that has been determined by an international organization, such as the World Bank, to have a low- to middle-income economy.
Fees are Low compared to funds in the same category.
Dunham Emerging Markets Stock Fund has an expense ratio of 2.25 percent.
Risk is High compared to funds in the same category according to Morningstar.