2 / 5 Stars
3 3 1 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#73 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 -3.30 percent over the past year, and -2.22 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||-2.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of companies in emerging market countries. Equity securities include common stocks and related securities, such as preferred stock, convertible securities and depositary receipts. For purposes of this investment strategy, assets of the fund means net assets plus the amount of any borrowings for investment purposes. Emerging market countries are all countries represented by the Morgan Stanley Capital International Emerging Markets Index and/or those countries considered to be developing by the World Bank.
Fees are Low compared to funds in the same category.
Henderson Emerging Markets Opportunities Fund has an expense ratio of 1.79 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.