3 / 5 Stars
1 1 1 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#11 in Emerging Markets Bond
U.S. News evaluated 94 Emerging Markets Bond 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 -1.33 percent over the past year, 3.15 percent over the past three years, and 8.20 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||3.1%|
|5 Years (Annualized)||8.2%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve high total return (capital appreciation and income). The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in a diversified portfolio of fixed income securities of companies located in emerging market countries. It normally limits its investment in any one emerging market country to no more than 35% of the fund's net assets at time of purchase, and the fund normally limits its investment in any one issuer to no more than 5% of the fund's net assets at the time of purchase. It is non-diversified.
Fees are High compared to funds in the same category.
Forward EM Corporate Debt Fund has an expense ratio of 0.99 percent.
Risk is Average compared to funds in the same category according to Morningstar.