3 / 5 Stars
3 4 1 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#11 in Diversified Emerging Mkts
U.S. News evaluated 201 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 -7.27 percent over the past year, -2.66 percent over the past three years, and 15.02 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.2%|
|3 Years (Annualized)||-2.7%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||N/A|
The investment seeks to seek long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of companies located in emerging market countries. It intends to invest primarily in securities of companies located in countries included in the MSCI Emerging Markets Index or the MSCI Frontier Markets Index. The fund may also invest in convertible instruments, which will generally not be rated, but typically are equivalent in credit quality to securities rated below investment grade.
Fees are High compared to funds in the same category.
Parametric Emerging Markets Fund has an expense ratio of 2.16 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.