3 / 5 Stars
3 4 1 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
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 -12.06 percent over the past year, -2.96 percent over the past three years, 14.98 percent over the past five years, and 9.08 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-6.2%|
|3 Years (Annualized)||-3.0%|
|5 Years (Annualized)||15.0%|
|10 Years (Annualized)||9.1%|
The investment seeks long-term growth of capital. Under normal market conditions, Emerging Markets Fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities, including depository receipts, warrants and rights, of emerging markets issuers, that is, an issuer having a country classification assigned by MSCI from a country included in the MSCI Emerging Markets Index ("MSCI EM"). It may invest greater than 25 percent of its assets in a particular region, but not in a single country in that region. The fund may invest in companies of any capitalization. It is non-diversified.
Fees are High compared to funds in the same category.
Pear Tree PanAgora Dynamic Emerging Markets Fund has an expense ratio of 1.49 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.