3 / 5 Stars
4 4 1 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#69 in Diversified Emerging Mkts
U.S. News evaluated 213 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 9.55 percent over the past year, 0.40 percent over the past three years, 9.79 percent over the past five years, and 11.35 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.8%|
|3 Years (Annualized)||0.4%|
|5 Years (Annualized)||9.8%|
|10 Years (Annualized)||11.4%|
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 are Low compared to funds in the same category.
Forward Emerging Markets Fund has an expense ratio of 1.39 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.