4 / 5 Stars
4 2 2 3 5
Zacks Investment Research
5 (Strong Sell)
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 -14.06 percent over the past year, 2.41 percent over the past three years, 14.56 percent over the past five years, and 10.02 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-6.1%|
|3 Years (Annualized)||2.4%|
|5 Years (Annualized)||14.6%|
|10 Years (Annualized)||10.0%|
The investment seeks capital appreciation. The fund offers investors exposure to emerging economies through well-established companies. Under normal circumstances, it invests at least 80% of its assets in equity securities or equity-linked instruments of issuers located in emerging markets countries; such issuers may be of any capitalization. Emerging markets countries generally include every nation in the world except the U.S., Canada, Japan, Australia, New Zealand and most nations located in Western Europe.
Fees are High compared to funds in the same category.
Virtus Emerging Markets Opportunities Fund has an expense ratio of 2.35 percent.
Risk is Low compared to funds in the same category according to Morningstar.