5 / 5 Stars
5 5 3 1 5
Zacks Investment Research
Standard & Poor's
5 / 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 14.88 percent over the past year, 14.47 percent over the past three years, and 10.98 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||7.8%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||11.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund primarily invests at least 80% of its assets in the equity securities of companies with market capitalizations of less than US$3 billion at the time of purchase that are tied economically to emerging market countries. It may invest a large percentage of its assets in a few sectors, including consumer discretionary, financials, industrials, consumer staples, materials, energy, information technology and health care.
Fees are Low compared to funds in the same category.
Wasatch Emerging Markets Small Cap Fund has an expense ratio of 1.95 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.