EMERGING MARKETS
BEST OVERALL EMERGING MARKETS FUND
Northern Trust Emerg Mkts Eq Fd (NOEMX)
A FAVORITE BECAUSE: While emerging markets isn't a category we're particularly high on right now, we like the lesser known Northern Emerging Markets Equity primarily for its low cost. Fund companies feel they have a license to gouge with their emerging markets offerings, which makes NOEMX's .76% expense ratio more than palatable. The fund's consistent but just-above-average long-term performance in the category won't knock your socks off, but sometimes slow and steady wins the race.
WE DON'T LIKE: NOEMX is relatively new, having launched in 2006, but with just over $1 billion in assets it's already getting a bit hefty. We're keeping a close eye on this one to see if it will still perform well if assets under management continue to swell.
Named Favorite: | 11/09 |
Return While Favorite: | 25.26% |
VS. S&P While Favorite: | -75.51% |
MAXrating: | 82 |
Outlook: | 1% |
Expense Ratio: | 0.31% |
EMERGING MARKETS SPECIAL CRITERIA WINNERS
BEST OPEN-END EMERGING MARKETS FUND
Northern Trust Emerg Mkts Eq Fd (NOEMX)
Named Favorite: | 11/09 |
Return While Favorite: | 25.26% |
VS. S&P While Favorite: | -75.51% |
MAXrating: | 82 |
Outlook: | 1% |
Expense Ratio: | 0.31% |
BEST EMERGING MARKETS ETF
Vanguard Emerging Markets ETF (VWO)
Named Favorite: | 11/09 |
Return While Favorite: | 27.21% |
VS. S&P While Favorite: | -73.56% |
MAXrating: | NA |
Outlook: | NA |
Expense Ratio: | NA |
BEST LOW MINIMUM EMERGING MARKETS FUND
Vanguard Emerging Markets ETF (VWO)
Named Favorite: | 11/09 |
Return While Favorite: | 27.21% |
VS. S&P While Favorite: | -73.56% |
MAXrating: | 82 |
Outlook: | 2% |
Expense Ratio: | 0.31% |
BEST NTF EMERGING MARKETS FUND
Lazard Emerging Markets Open (LZOEX)
Named Favorite: | 11/09 |
Return While Favorite: | 41.43% |
VS. S&P While Favorite: | -59.34% |
MAXrating: | 28 |
Outlook: | -1% |
Expense Ratio: | 1.34% |
EMERGING MARKETS PREVIOUS FAVORITES
Fund Name/Ticker: | Added | Removed | Return | Vs. S&P | ||
---|---|---|---|---|---|---|
SSgA Emerging Markets I (SSEMX) | 09/02 | 11/09 | 236.25% | 193.58% | ||
Vanguard Emerg Mkts Stk Idx Fd (VEIEX) | 09/01 | 11/09 | 285.05% | 271.65% | ||
Sanford Bernstein Emerg Markets Val (SNEMX) | 09/02 | 11/09 | 305.99% | 263.32% | ||
Columbia Emerging Markets Z (UMEMX) | 09/02 | 05/07 | 337.64% | 236.24% | ||
Dreyfus Premier Emerging Mrkts A (DRFMX) | 09/01 | 12/03 | 84.90% | 74.20% | ||
Managers Emerging Markets Eq (MEMEX) | 09/01 | 09/02 | 9.19% | 29.71% |
EMERGING MARKETS TRANSACTIONS
11/09 - Removed SSgA Emerging Markets I (SSEMX). Reason for removal: Better option in special criteria sub-category.
11/09 - Removed Sanford Bernstein Emerg Markets Val (SNEMX). Reason for removal: Better option in special criteria sub-category.
11/09 - Added Lazard Emerging Markets Open (LZOEX). Added as Best Emerging Markets No-Transaction Fee Fund.
11/09 - Added Vanguard Emerging Markets ETF (VWO). Added as Best Emerging Markets Exchange Trade Fund.
12/03 - Removed Dreyfus Premier Emerging Mrkts A (DRFMX). Reason for removal: No load fund converted to load fund class structure.
09/02 - Removed Managers Emerging Markets Eq (MEMEX). Reason for removal: Too expensive relative to other options in category.