Thomas White Emerging Markets Fund

Scorecard
2 / 5 Stars
Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
TheStreet.com
E- (Sell)

U.S. News evaluated 206 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -8.90 percent over the past year, and -3.87 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date -5.0%
1 Year -8.9%
3 Years (Annualized) -3.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital growth. The fund invests primarily (at least 80% of its net assets plus borrowings for investment purposes, if any) in securities of companies located in or whose businesses are closely associated with the world's emerging markets countries. An "emerging markets" country includes: (i) any country having an economy or market that is considered by the International Monetary fund or World Bank to be developing; or (ii) is a recent (within 2 years) or current index member in the Morgan Stanley Capital International Emerging Markets Index (the "MSCI Emerging Markets Index"), the fund's benchmark.

Fees

Fees are Low compared to funds in the same category.
Thomas White Emerging Markets Fund has an expense ratio of 1.59 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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