| All | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Dreyfus Emerging Markets Debt Local Currency Fund I (DDBIX) | $1,775.2 | -0.58% | 0.82% | 6.71% | 0.94% |
| Hartford Emerging Markets Local Debt Fund A (HLDAX) | $300.5 | -0.90% | 1.79% | N/A | 1.25% |
| TCW Emerging Markets Local Currency Income Fund I (TGWIX) | $232.9 | -2.65% | 0.74% | N/A | 0.90% |
| Eaton Vance Emerging Markets Local Income Fund A (EEIAX) | $361.6 | -3.14% | -0.37% | 6.66% | 1.39% |
| Goldman Sachs Local Emerging Markets Debt Fund Institutional (GIMDX) | $1,911.8 | -3.64% | 0.07% | 6.67% | 0.91% |
| PIMCO Emerging Local Bond Fund;Institutional (PELBX) | $10,336.3 | -3.66% | -0.04% | 7.39% | 0.90% |
| JPMorgan Emerging Markets Local Currrency Debt Fund A (JECAX) | $147.8 | -3.70% | N/A | N/A | 1.30% |
| Stone Harbor Local Markets Fund Institutional (SHLMX) | $2,465.8 | -5.09% | -1.28% | N/A | 0.87% |
| Classification total/average | $18,505.2 | -3.46% | -0.07% | 6.50% | 1.27% |
| J.P. Morgan EMBI Global | 4.97% | 7.55% | 10.35% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| DoubleLine Emerging Markets Fixed Income Fund I (DBLEX) | $543.0 | 6.65% | 6.03% | N/A | 0.92% |
| Voya Emerging Markets Hard Currency Debt Fund P (IHCSX) | $169.0 | 6.33% | N/A | N/A | 0.15% |
| Fidelity Series Emerging Markets Debt Fund F (FEDFX) | $1,166.9 | 5.63% | 7.53% | N/A | 0.72% |
| Fidelity New Markets Income Fund (FNMIX) | $4,513.0 | 5.47% | 8.22% | 11.32% | 0.86% |
| Goldman Sachs Emerging Markets Debt Fund Institutional (GSDIX) | $1,474.3 | 5.21% | 7.46% | 11.49% | 0.89% |
| John Hancock Emerging Markets Debt Fund A (JMKAX) | $222.3 | 5.12% | 5.02% | N/A | 1.35% |
| Fidelity Advisor Emerging Markets Income Fund T (FAEMX) | $2,270.4 | 4.99% | 7.76% | 10.77% | 1.21% |
| Transamerica Emerging Markets Debt I2 | $557.5 | 4.46% | N/A | N/A | 0.69% |
| T. Rowe Price Emerging Markets Corporate Bond Investor (TRECX) | $115.7 | 4.42% | N/A | N/A | 1.15% |
| Franklin Templeton Emerg Markets Debt Opportunity Fund (FEMDX) | $605.0 | 4.19% | 5.90% | 12.49% | 1.01% |
| Bottom 5 | |||||
| SEI Emerging Markets Debt Fund A (SITEX) | $1,310.9 | -0.61% | 3.93% | 9.85% | 1.81% |
| Ashmore Emerging Markets Total Return Fund Institutional (EMKIX) | $730.9 | -0.43% | 2.42% | N/A | 1.02% |
| Emerging Markets Debt (SEDAX) | $1,576.6 | 0.05% | 4.84% | 10.71% | 0.94% |
| Pimco Emerging Markets Full Spectrum Bond Fund Institutional (PFSIX) | $349.8 | 0.09% | N/A | N/A | 0.99% |
| RBC BlueBay Emerging Market Select Bond Fund I (RBESX) | $212.3 | 0.50% | N/A | N/A | 1.02% |
| Classification total/average | $49,957.6 | 2.71% | 5.67% | 10.39% | 1.24% |
| J.P. Morgan EMBI Global | 4.97% | 7.55% | 10.35% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Pimco Foreign Bond Fund (Unhedged) Institutional (PFUIX) | $2,463.8 | 6.59% | 2.62% | 8.22% | 0.53% |
| Legg Mason BW International Opportunities Bond IS (LMOTX) | $178.4 | 5.25% | 5.37% | N/A | 0.65% |
| T. Rowe Price Institutional International Bond Fund (RPIIX) | $297.5 | 4.70% | 0.94% | 4.35% | 0.55% |
| Pimco Foreign Bond Fund (US Dollar-Hedged) Institutional (PFORX) | $6,538.5 | 4.57% | 7.03% | 8.87% | 0.53% |
| T. Rowe Price International Bond Fund (RPIBX) | $5,031.3 | 4.42% | 0.68% | 4.07% | 0.83% |
| Wells Fargo Advantage International Bond Fund Institutional (ESICX) | $1,442.9 | 4.36% | 1.36% | 4.99% | 0.70% |
| Templeton Global Total Return Fund Advisor (TTRZX) | $8,581.2 | 3.87% | 5.78% | 10.37% | 0.76% |
| American Century International Bond Fund Investor (BEGBX) | $1,204.3 | 3.65% | 0.08% | 2.49% | 0.80% |
| Templeton Global Bond Fund A (TPINX) | $70,774.6 | 3.60% | 4.24% | 7.89% | 0.88% |
| Vanguard Total International Bond Index Fund Investor (VTIBX) | $23,052.3 | 3.47% | N/A | 0.23% | |
| Bottom 5 | |||||
| Aberdeen Asia Bond Fund Institutional (CSABX) | $212.5 | -2.31% | 1.06% | 6.42% | 0.70% |
| Federated Prudent DollarBear Fund A (PSAFX) | $117.4 | -1.76% | -3.73% | 0.16% | 1.32% |
| John Hancock Asia Pacific Total Return Bond Fund NAV | $431.3 | 0.06% | N/A | N/A | 0.86% |
| Oppenheimer International Bond Fund A (OIBAX) | $9,248.2 | 0.17% | 1.04% | 5.02% | 1.00% |
| CGCM International Fixed Income Investments (TIFUX) | $258.5 | 1.52% | 4.50% | 5.95% | 0.69% |
| Classification total/average | $133,147.4 | 2.99% | 1.90% | 5.41% | 1.09% |
| Barclays Global Aggregate ex U.S. Total Return | 5.72% | 0.95% | 4.01% |
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
