4 / 5 Stars
5 5 1 2 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#16 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 1.91 percent over the past year, 3.02 percent over the past three years, 18.91 percent over the past five years, and 11.00 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-2.4%|
|3 Years (Annualized)||3.0%|
|5 Years (Annualized)||18.9%|
|10 Years (Annualized)||11.0%|
The investment seeks long-term capital appreciation through investments in equity securities of companies based in emerging markets. The Portfolio invests at least 80% of its net assets (plus any borrowings for investment purposes) in emerging and frontier markets securities. It invests at least 65% of its total assets in common stocks, preferred stocks, rights and warrants issued by companies that are based in emerging or frontier markets, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest.
Fees are Low compared to funds in the same category.
Harding Loevner Emerging Markets Fund has an expense ratio of 1.47 percent.
Risk is Average compared to funds in the same category according to Morningstar.