2 / 5 Stars
2 2 1 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#61 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 -8.86 percent over the past year, -5.94 percent over the past three years, and 17.28 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-5.2%|
|3 Years (Annualized)||-5.9%|
|5 Years (Annualized)||17.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund pursues its goal by generally investing in a broad and diverse group of equity securities of companies in emerging markets, which may include frontier markets. It intends to purchase securities of companies with small, medium and large market capitalizations in their respective markets that the Sub-Adviser considers to be "value" stocks at the time of investment. The fund will invest at least 80% of its net assets in emerging markets investments that are approved market securities. It may lend its portfolio securities to generate additional income.
Fees are Low compared to funds in the same category.
SA Emerging Markets Value Fund has an expense ratio of 1.45 percent.
Risk is High compared to funds in the same category according to Morningstar.