| Name | Current fund-level net assets | YTD return | 1-year return | 3-year return | 5-year return | Net expense ratio |
|---|---|---|---|---|---|---|
| Ashmore Emerging Markets Value Instl (EMFIX) | $10,064,105 | 31.19% | 41.24% | 3.52% | 6.70% | 1.17% |
| Baillie Gifford Emerging Markets 5 (BGEDX) | $1,673,126,085 | 37.71% | 39.27% | N/A | N/A | 0.71% |
| Delaware Emerging Markets Instl (DEMIX) | $3,471,029,667 | 30.86% | 35.65% | 3.86% | 11.17% | 1.49% |
| Templeton Instl Emerging Markets Ser Adv (TEEMX) | $43,714,006 | 31.07% | 34.15% | 3.83% | 6.71% | 1.33% |
| Pioneer Emerging Markets A (PEMFX) | $105,243,686 | 33.60% | 33.94% | -1.08% | 3.29% | 1.95% |
| Macquarie Pooled Emerging Markets II (DPEGX) | $38,654,202 | 31.89% | 32.45% | 1.43% | 8.51% | 1.20% |
| Pzena Emerging Markets Value Instl (PZIEX) | $34,710,454 | 25.00% | 32.33% | 1.23% | N/A | 1.25% |
| VALIC Company I Emerg Economies (VCGEX) | $643,235,362 | 28.86% | 31.77% | 2.67% | 6.21% | 0.97% |
| PIMCO RAE Fundamental PLUS EMG Inst (PEFIX) | $1,357,779,987 | 20.54% | 31.59% | 2.16% | 6.11% | 1.15% |
| Templeton Developing Markets A (TEDMX) | $1,322,780,143 | 29.20% | 31.37% | 2.60% | 5.15% | 1.58% |
| Name | Current fund-level net assets | YTD return | 1-year return | 3-year return | 5-year return | Net expense ratio |
|---|---|---|---|---|---|---|
| Wasatch Frontier Emerg Sm Countrs Inv (WAFMX) | $185,011,937 | 10.37% | 1.53% | -6.72% | 4.77% | 2.25% |
| Manning & Napier Emerging Markets S (MNEMX) | $84,928,929 | 10.33% | 3.12% | -4.63% | 2.76% | 1.15% |
| Victory Expedition Emerg Mkts Sm Cap I (VIEMX) | $21,144,289 | 14.86% | 3.18% | -2.62% | N/A | 1.50% |
| Amana Developing World Investor (AMDWX) | $25,296,634 | 16.08% | 4.78% | -2.97% | 0.78% | 1.30% |
| Morgan Stanley Inst EMkts Sm Cap I (MSEMX) | $20,172,571 | 21.22% | 8.88% | N/A | N/A | 1.61% |
| Driehaus Emerging Markets Small Cap Gr (DRESX) | $212,802,351 | 20.83% | 9.24% | -1.62% | 6.44% | 1.73% |
| AQR Emerging Defensive Style I (AZEIX) | $57,059,806 | 19.22% | 9.30% | -3.08% | 1.04% | 0.68% |
| Pear Tree PanAgora Risk Prty EMkts Instl (EMRPX) | $53,724,119 | 15.89% | 9.78% | -3.50% | N/A | 1.03% |
| Harding Loevner Frontier Emerg Mkts Inst (HLFMX) | $376,820,175 | 13.35% | 11.26% | -5.10% | 6.09% | 1.79% |
| RBC Emerging Markets Small Cap Eq I (RESIX) | $5,005,022 | 19.47% | 11.90% | 1.88% | N/A | 1.60% |
| U.S. open-end diversified emerging-market average (all share classes) | 24.13% | 21.99% | 1.35% | 5.84% | 1.48% |
| Name | Current fund-level net assets | YTD return | 1-year return | 3-year return | 5-year return | Net expense ratio |
|---|---|---|---|---|---|---|
| Ashmore Emerging Mkts Corp Debt Instl (EMCIX) | $263,881,616 | 9.43% | 17.31% | 5.06% | 5.84% | 1.17% |
| American Beacon Glb Evl Ftr Mks Inc Inst (AGEIX) | $103,526,413 | 10.01% | 13.64% | 4.69% | N/A | 1.27% |
| Barings Emerging Markets Local Ccy Dbt I (BXLIX) | $4,676,631 | 16.75% | 12.70% | N/A | N/A | 0.84% |
| Ashmore Emerging Markets Short Dur Instl (ESFIX) | $128,367,730 | 4.92% | 12.11% | 9.71% | N/A | 0.67% |
| Templeton Emerging Markets Bond Advisor (FEMZX) | $15,556,688 | 8.73% | 12.01% | 2.98% | N/A | 0.98% |
| Barings Emerg Mkts Dbt Blnded Ttl Ret I (BXEIX) | $9,567,344 | 12.98% | 11.55% | N/A | N/A | 0.92% |
| Ashmore Emerging Mkts Lcl Ccy Bd Instl (ELBIX) | $76,103,452 | 13.47% | 10.76% | -2.40% | -0.22% | 0.97% |
| TCW Emerging Markets Local Ccy Inc I (TGWIX) | $139,509,242 | 12.67% | 10.76% | -1.27% | 0.07% | 0.99% |
| Eaton Vance Emerging Markets Local Inc A (EEIAX) | $388,412,962 | 12.75% | 10.40% | -0.82% | 0.96% | 1.25% |
| Ashmore Emerging Markets Ttl Ret Instl (EMKIX) | $885,298,711 | 9.56% | 10.37% | 2.71% | 3.64% | 1.02% |
| Name | Current fund-level net assets | YTD return | 1-year return | 3-year return | 5-year return | Net expense ratio |
|---|---|---|---|---|---|---|
| Guinness Atkinson Renminbi Yuan & Bond (GARBX) | $2,057,348 | 5.27% | 0.71% | -0.91% | 1.11% | 0.90% |
| Amana Participation Institutional (AMIPX) | $33,604,265 | 2.30% | 1.57% | N/A | N/A | 0.67% |
| Rydex Emerging Markets Bond Strategy H (RYGTX) | $749,492 | 6.17% | 1.85% | 0.22% | N/A | 1.54% |
| HSBC Total Return I (HTRIX) | $12,742,329 | 3.04% | 2.73% | 2.50% | 2.41% | 1.24% |
| Lazard Explorer Total Return Instl (LETIX) | $211,290,581 | 3.40% | 3.19% | 0.00% | N/A | 1.12% |
| Ivy Pictet Emerging Mkts Lcl Ccy Dbt I (IECIX) | $108,538,657 | 7.66% | 3.52% | -2.54% | N/A | 1.00% |
| DoubleLine Low Dur Emerg Mkts Fxd Inc I (DBLLX) | $171,735,071 | 3.55% | 3.57% | 2.56% | N/A | 0.59% |
| BlackRock Emerg Mkts Flex Dyn Bd K (BREDX) | $95,870,273 | -0.02% | 3.85% | 5.34% | 3.33% | 0.83% |
| Aberdeen Asia Bond Institutional (CSABX) | $16,328,980 | 9.25% | 3.91% | 2.01% | 1.84% | 0.71% |
| JPMorgan Emerging Markets Debt I (JEMDX) | $1,498,605,733 | 6.74% | 4.40% | 3.01% | 3.97% | 0.94% |
| U.S. open-end emerging-market bond including local-currency (all share classes) | 8.36% | 7.00% | 1.09% | 2.05% | 1.14% |
The deal to acquire a 300-client tax firm sets up much-needed succession for its 80-year-old founder, while joining a widening trend of tax service integration among RIAs.
New Nationwide Retirement Institute survey reveals eight in ten Americans agree Social Security needs fixing and how.
Advisor-led adoption has been rapid for tasks from translating annuity contracts into plain English to speedy webinar prep.
Austin, Texas headquartered firm taps former BlackRock managing director following an internal leadership shuffle.
InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
