| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
1
2
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
#27 in Diversified Emerging Mkts
U.S. News evaluated 181 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 31.21 percent over the past year, 8.44 percent over the past three years, -0.70 percent over the past five years, and 15.43 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 8.4% |
| 1 Year | 31.2% |
| 3 Years (Annualized) | 8.4% |
| 5 Years (Annualized) | -0.7% |
| 10 Years (Annualized) | 15.4% |
Summary
The investment seeks to achieve long-term growth of capital. The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in the equity securities of emerging market companies. It normally invests in not fewer than eight emerging market countries. The fund may invest in securities of any market capitalization. It invests a substantial amount of its assets in foreign securities which are denominated in foreign currencies.
Fees
Fees are Below Average compared to funds in the same category.
Forward Emerging Markets Fund has an expense ratio of 1.41 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
