4 / 5 Stars
5 5 1 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#35 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 7.39 percent over the past year, and 4.22 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.5%|
|3 Years (Annualized)||4.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve high total return through capital appreciation and current income. The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in the equity securities of dividend paying companies located in emerging market countries. 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 Select EM Dividend Fund has an expense ratio of 2.35 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.