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Mutual Funds Scorecard: January 26 Edition
Iuri Struta
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Check out the latest edition of mutual funds scorecard.
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As a result, investors should consider making the emerging markets a strategic priority.
Fund Name | Year-to-Date Return | Expense Ratio | Morningstar Rating |
---|---|---|---|
American Funds New World Class A (NEWFX) | -4% | 1.03% | 5-May |
Fidelity Total Emerging Markets Fund (FTEMX) | -8% | 1.40% | 5-Apr |
Vanguard Emerging Markets Index Fund (VEIEX) | -13% | 0.33% | 5-Mar |
Next, the Fidelity fund has performed poorly this year due to the sell-off in the Chinese equity markets. And it carries a slightly higher annual expense ratio than many in its peer group. It is highly concentrated in equities. Approximately 46% of the portfolio is concentrated in the financial services and information technology sectors. The fund is concentrated geographically as well, with 41% of its investments located in the Emerging Asia region of the world. Among its top 10 holdings are Taiwan Semiconductor, Samsung Electronics and Tencent Holdings.
Lastly, the Vanguard fund is an index of emerging-market investments. The best feature of Vanguard funds is their extremely low annual fees. An added benefit of this fund is that it pays a 3% dividend, which is a very rare yield among emerging markets-focused funds and could be extremely attractive for investors who appreciate receiving income from their mutual fund holdings. Among its top 10 holdings are China Construction Bank Corp., and China Mobile.
But there are other risks as well, such as geopolitical risk. In many parts of the world, social and political conditions can become unstable quickly. This can disrupt business conditions and upend the economic trajectory of a nation.
As a result, investing in international markets, and in particular the emerging markets, may carry higher risk than investing in developed economies like the United States. But for long-term investors, or those with higher risk tolerances, the emerging markets could reward patience. These mutual funds are some of the best options for investing in the emerging markets.
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News
Iuri Struta
|
Check out the latest edition of mutual funds scorecard.
Kristan Wojnar, RCC™
|
This week we are completely focused on your marketing strategies and tactics.
News
Daniel Cross
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These funds specifically invest in emerging market economies with the largest being China...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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As a result, investors should consider making the emerging markets a strategic priority.
Fund Name | Year-to-Date Return | Expense Ratio | Morningstar Rating |
---|---|---|---|
American Funds New World Class A (NEWFX) | -4% | 1.03% | 5-May |
Fidelity Total Emerging Markets Fund (FTEMX) | -8% | 1.40% | 5-Apr |
Vanguard Emerging Markets Index Fund (VEIEX) | -13% | 0.33% | 5-Mar |
Next, the Fidelity fund has performed poorly this year due to the sell-off in the Chinese equity markets. And it carries a slightly higher annual expense ratio than many in its peer group. It is highly concentrated in equities. Approximately 46% of the portfolio is concentrated in the financial services and information technology sectors. The fund is concentrated geographically as well, with 41% of its investments located in the Emerging Asia region of the world. Among its top 10 holdings are Taiwan Semiconductor, Samsung Electronics and Tencent Holdings.
Lastly, the Vanguard fund is an index of emerging-market investments. The best feature of Vanguard funds is their extremely low annual fees. An added benefit of this fund is that it pays a 3% dividend, which is a very rare yield among emerging markets-focused funds and could be extremely attractive for investors who appreciate receiving income from their mutual fund holdings. Among its top 10 holdings are China Construction Bank Corp., and China Mobile.
But there are other risks as well, such as geopolitical risk. In many parts of the world, social and political conditions can become unstable quickly. This can disrupt business conditions and upend the economic trajectory of a nation.
As a result, investing in international markets, and in particular the emerging markets, may carry higher risk than investing in developed economies like the United States. But for long-term investors, or those with higher risk tolerances, the emerging markets could reward patience. These mutual funds are some of the best options for investing in the emerging markets.
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Iuri Struta
|
Check out the latest edition of mutual funds scorecard.
Kristan Wojnar, RCC™
|
This week we are completely focused on your marketing strategies and tactics.
News
Daniel Cross
|
These funds specifically invest in emerging market economies with the largest being China...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...