2 / 5 Stars
1 1 1 4 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 -1.98 percent over the past year, and -5.86 percent over the past three years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||-5.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities (generally common and preferred stocks) of issuers located in emerging market countries. It may allocate investments across different emerging markets countries. The Subadvisor considers emerging market countries to be any country other than Canada, Luxembourg, the United States and the countries comprising the MSCI EAFE Index.
Fees are Low compared to funds in the same category.
Trilogy Emerging Markets Equity Fund has an expense ratio of 1.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.