4 / 5 Stars
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 180 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 9.03 percent over the past year, and 7.35 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||-1.4%|
|3 Years (Annualized)||7.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return which exceeds that of its benchmarks. The fund normally invests in derivatives based on the Enhanced RAFI® Emerging Markets Fundamental Index ("Enhanced RAFI® EM"), an enhanced, performance recalibrated version of the index, backed by a diversified short to intermediate duration portfolio comprised of Fixed Income Instruments, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.
Fees are Low compared to funds in the same category.
PIMCO EM Fundamental IndexPLUS AR Strategy Fund has an expense ratio of 1.35 percent.
Risk is High compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year and 3 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 5 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-03-12