4 / 5 Stars
4 5 1 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#52 in Diversified Emerging Mkts
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 -9.23 percent over the past year, -1.77 percent over the past three years, and 16.12 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-7.7%|
|3 Years (Annualized)||-1.8%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in emerging markets securities. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by large capitalization ("large cap") and medium capitalization ("mid cap") emerging market companies that the advisor believes have above-average growth, profitability and quality characteristics.
Fees are High compared to funds in the same category.
William Blair Emerging Markets Leaders Fund has an expense ratio of 1.40 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.