| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Forward Frontier Strategy Fund Institutional (FRNMX) | $141.7 | 26.46% | 9.65% | 7.69% | 1.01% |
| T Rowe Price Institutional Africa & Middle East Fund (TRIAX) | $230.7 | 25.50% | 13.60% | 12.86% | 1.25% |
| T Rowe Price Africa & Middle East Fund (TRAMX) | $202.8 | 25.02% | 13.35% | 12.41% | 1.47% |
| Morgan Stanley Frontier Emerging Markets I (MFMIX) | $451.7 | 24.94% | 13.50% | 13.96% | 1.85% |
| Harding Loevner Frontier Emerging Markets Port Institutional (HLFMX) | $424.5 | 19.00% | 9.68% | 13.27% | 1.80% |
| Delaware Emerging Markets Fund Institutional (DEMIX) | $2,734.1 | 13.93% | 2.64% | 11.07% | 1.45% |
| Baron Emerging Markets Fund Retail (BEXFX) | $686.1 | 13.45% | 7.46% | N/A | 1.50% |
| Brandes Emerging Markets Fund I (BEMIX) | $799.2 | 12.29% | 2.94% | N/A | 1.12% |
| American Funds New World Fund A (NEWFX) | $23,969.5 | 11.77% | 4.96% | 11.20% | 1.06% |
| Institutional Emerging Markets Portfolio I (HLMEX) | $1,275.1 | 11.52% | 4.60% | 11.35% | 1.30% |
| Bottom 5 | |||||
| BlackRock Emerging Market Long/Short Equity Fund Institutional (BLSIX) | $625.8 | -6.66% | 0.00% | N/A | 1.93% |
| Wasatch Emerging Markets Small Cap Fund Investor (WAEMX) | $1,562.2 | -5.80% | 2.04% | 17.57% | 1.95% |
| T Rowe Price Emerging Europe Fund (TREMX) | $274.1 | -2.78% | -6.41% | 8.88% | 1.47% |
| US Global Investors Emerging Europe Fund (EUROX) | $102.1 | -2.62% | -8.24% | 3.56% | 2.15% |
| Touchstone Emerging Markets Equity Fund Institutional (TMEIX) | $372.9 | -2.37% | -1.82% | N/A | 1.29% |
| Classification total/average | $284,206.6 | 5.07% | -0.55% | 8.50% | 1.63% |
| MSCI EM (Emerging Markets) Total Return USD | 6.56% | -0.84% | 8.57% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Oppenheimer International Small Company Fund A (OSMAX) | $2,532.0 | 30.04% | 15.05% | 21.82% | 1.24% |
| Oberweis International Opportunities Fund (OBIOX) | $370.6 | 28.80% | 19.54% | 25.10% | 1.60% |
| Munder International Small-Cap Fund Y (MYSIX) | $365.8 | 26.59% | 12.55% | 19.15% | 0.98% |
| Transamerica International Small Cap I2 | $677.7 | 25.44% | 7.47% | 14.41% | 1.20% |
| Vanguard International Explorer Fund Investor (VINEX) | $2,649.5 | 24.65% | 8.09% | 14.25% | 0.36% |
| DFA International Small Cap Growth Portfolio Institutional (DISMX) | $61.6 | 22.78% | N/A | N/A | 0.55% |
| MainStay Epoch International Small Cap Fund I (EPIEX) | $139.3 | 22.58% | 6.53% | 14.54% | 1.32% |
| Hartford International Small Company Fund A (HNSAX) | $378.5 | 22.31% | 11.13% | 16.44% | 1.54% |
| American Century International Discovery Fund Investor (TWEGX) | $695.1 | 22.29% | 7.21% | 13.64% | 1.50% |
| Forward International Small Companies Fund Institutional (PTSCX) | $206.8 | 21.61% | 7.38% | 13.14% | 1.30% |
| Bottom 5 | |||||
| Wasatch International Opportunities Fund Investor (WAIOX) | $334.9 | 10.48% | 10.47% | 18.31% | 2.25% |
| Wasatch International Growth Fund Investor (WAIGX) | $1,638.5 | 10.88% | 11.38% | 20.79% | 1.49% |
| Invesco International Small Company Fund A (IEGAX) | $550.7 | 14.34% | 7.20% | 15.60% | 1.47% |
| Federated International Small-Mid Company Fund A (ISCAX) | $213.5 | 14.40% | 5.53% | 14.06% | 1.85% |
| MFS International New Discovery Fund A (MIDAX) | $5,195.7 | 14.73% | 9.30% | 16.19% | 1.39% |
| Classification total/average | $41,226.2 | 19.22% | 8.87% | 15.93% | 1.58% |
| MSCI EAFE Small Cap Total Return | 23.68% | 9.25% | 14.99% |
| All funds | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| DFA Japanese Small Company Portfolio Institutional (DFJSX) | $380.3 | 14.44% | 9.90% | 9.36% | 0.56% |
| Matthews Japan Fund Investor (MJFOX) | $429.4 | 12.24% | 10.41% | 12.24% | 1.20% |
| T. Rowe Price Japan Fund (PRJPX) | $295.3 | 11.79% | 9.98% | 10.19% | 1.06% |
| Fidelity Japan Smaller Companies Fund (FJSCX) | $447.4 | 11.33% | 15.05% | 13.57% | 1.01% |
| Nomura Japan Fund S (SJPNX) | $156.9 | 10.41% | 7.41% | 8.38% | 1.67% |
| Fidelity Japan Fund (FJPNX) | $464.2 | 8.92% | 6.89% | 6.23% | 0.93% |
| Classification total/average | $3,151.6 | 12.56% | 8.38% | 8.44% | 1.70% |
| MSCI Japan Total Return | 10.35% | 7.72% | 6.72% |
Assets as of April 30, returns as of June 3. Distinct classes and funds with $100 million portfolio minimum only. Excludes leveraged and inverse funds. Funds closed to new investors have been omitted for the top-10 grouping. Rankings are based on unrounded figures. Three and five-year returns are annualized. In case of multiple share classes, the oldest share class is listed. N/A = not available (fund has been in operation for less than the year indicated). *Net prospectus Source: Lipper
Goldman Sachs retirement survey finds 83% want guaranteed income, while the annuities providing that income increasingly hold private credit.
The AI meeting assistant's Advisor Intelligence plugin turns client conversation data into annual reviews, tax scans and attrition alerts.
Chuck Roberts and Stifel have been facing scrutiny due to sales of structured products and structured notes.
Among other updates, the proposals would let advisors to regulated funds earn performance fees and allow interval funds to offer monthly repurchases.
What will financial advice look like 20 years from now? Evan Vladem explores how AI may transform wealth management while reinforcing the enduring value of human guidance, trust, and empathy.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
