From Greece to China to the Middle East, economic uncertainty has created investing question marks in emerging markets funds. The biggest have seen losses over the past year, while some of the smaller, more nimble funds have posted double-digit gains. The first five charts show performance figures for the biggest emerging markets funds year to date, the past 12 months and the past five years. The next five charts show the funds in the sector with the biggest gains over the past 12 months.

See the list below or click here to view this content as a slideshow.

5. DFA Emerging Markets Core Equity I
Ticker: DFCEX
Fund Assets: $16.3B
1 YR: -9.7%
5 YR: 2.7%
YTD: -0.9%

4. DFA Emerging Markets Value I
Ticker: DFEVX
Fund Assets: $16.9B
1 YR: -13.1%
5 YR: 0.2%
YTD: -1.8%

3. American Funds New World A

Ticker: NEWFX
Fund Assets: $23.5B
1 YR: -8.8%
5 YR: 5.5%
YTD: 0.8%

2. Oppenheimer Developing Markets A
Ticker: ODMAX
Fund Assets: $37.4B
1 YR: -13.8%
5 YR: 4.7%
YTD: -3.1%

1. Vanguard Emerging Mkts Stock Idx Inv
Ticker: VEIEX
Fund Assets: $65.4B
1 YR: -8.1%
5 YR: 2.4%
YTD: -0.4%

BIGGEST GAINS IN EMERGING MARKETS

Following are the emerging markets funds that posted the biggest percentage gains over the past 12 months.

5. Voya Hang Seng Index Port S
Ticker: IHPSX
1 YR: 7.8%
5 YR: 6.6%
YTD: 7.5%
Fund Assets: $106.8M

4. Matthews China Dividend Investor
Ticker: MCDFX
1 YR: 11.5%
5 YR: 10.4%
YTD: 10.4%
Fund Assets: $206.1M

3. Franklin India Growth A
Ticker: FINGX
1 YR: 15.8%
5 YR: 8.0%
YTD: 4.7%
Fund Assets: $139.1M

2. Eaton Vance Greater India A
Ticker: ETGIX
1 YR: 16.1%
5 YR: 4.8%
YTD: 8.2%
Fund Assets: $300.6M

1. Matthews India Investor
Ticker: MINDX
1 YR: 26.0%
5 YR: 10.4%
YTD: 8.3%
Fund Assets: $1,607.2M

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access