| EMERGING MARKETS | |||||
|---|---|---|---|---|---|
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
| Morgan Stanley Frontier Emerging Markets I (MFMIX) | $223.8 | 33.9% | 7.2% | 13.1% | 1.9% |
| T. Rowe Price Institutional Africa & Middle East Fund (TRIAX) | $192.4 | 24.7% | 7.3% | 12.3% | 1.3% |
| T. Rowe Price Africa & Middle East Fund (TRAMX) | $181.5 | 24.6% | 7.1% | 11.5% | 1.5% |
| Wasatch Frontier Emerging Small Countries Inv (WAFMX) | $858.5 | 21.5% | N/A | N/A | 2.3% |
| William Blair Emerging Markets Small Cap Growth I (BESIX) | $153.7 | 18.7% | N/A | N/A | 1.4% |
| Thornburg Developing World Fund I (THDIX) | $1,698.4 | 17.9% | 6.7% | N/A | 1.1% |
| Delaware Emerging Markets Fund Institutional (DEMIX) | $2,658.4 | 17.8% | 2.6% | 18.6% | 1.5% |
| Harding Loevner Frontier Emerging Mkts Port Inst (HLFMX) | $300.9 | 17.7% | 3.2% | 15.0% | 2.0% |
| Van Eck Emerging Markets Fund A (GBFAX) | $196.8 | 13.5% | 2.5% | 26.1% | 1.7% |
| Driehaus Emerging Markets Small Cap Growth Fund (DRESX) | $185.1 | 13.3% | 7.2% | 20.9% | 2.0% |
| Bottom 5 | |||||
| Touchstone Emerging Markets Equity Fund Institutional (TMEIX) | $371.3 | -8.9% | -2.8% | N/A | 1.3% |
| Laudus Mondrian Emerging Markets Fund Institutional (LEMNX) | $147.3 | -5.2% | -0.3% | 13.9% | 1.5% |
| Virtus Emerging Markets Opportunities Fund I (HIEMX) | $8,081.9 | -5.0% | 4.1% | 17.1% | 1.4% |
| Laudus Mondrian Institutional Emerging Markets Institutional (LIEMX) | $354.7 | -4.9% | -0.2% | 13.9% | 1.3% |
| Legg Mason Batterymarch Emerging Markets Trust C (LMEMX) | $199.8 | -4.0% | -5.9% | 11.8% | 2.3% |
| Classification total/average | $264,602.9 | 3.3% | -0.8% | 16.0% | 1.6% |
| MSCI EM (Emerging Markets) Total Return USD Index | 1.7% | -0.4% | 16.6% |
| INTERNATIONAL SMALL-/MIDCAP GROWTH | |||||
|---|---|---|---|---|---|
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
| Oberweis International Opportunities Fund (OBIOX) | $125.1 | 51.4% | 20.5% | 30.7% | 1.6% |
| Oppenheimer International Small Company Fund A (OSMAX) | $1,883.1 | 45.0% | 13.1% | 36.6% | 1.3% |
| Fidelity Advisor International Small Cap Fund I (FIXIX) | $129.4 | 36.4% | 11.3% | 21.1% | 1.3% |
| Hartford International Small Company Fund A (HNSAX) | $324.0 | 32.8% | 12.4% | 19.9% | 1.6% |
| AllianzGI International Small-Cap Fund P (ALOPX) | $111.3 | 30.6% | 9.9% | 20.7% | 1.3% |
| Lord Abbett International Opportunities Fund A (LAIEX) | $424.9 | 30.6% | 10.3% | 20.7% | 1.5% |
| Munder International Small-Cap Fund Y (MYSIX) | $318.1 | 30.3% | 13.4% | 21.4% | 1.0% |
| Vanguard International Explorer Fund Investor (VINEX) | $2,326.5 | 29.3% | 7.5% | 18.9% | 0.4% |
| American Century International Opps Fund Inv (AIOIX) | $148.0 | 28.9% | 11.7% | 20.4% | 1.7% |
| Transamerica International Small Cap I2 | $451.1 | 28.7% | 8.0% | 19.2% | 1.2% |
| Bottom 5 | |||||
| Invesco International Small Company Fund A (IEGAX) | $564.0 | 8.7% | 7.6% | 21.7% | 1.5% |
| Columbia Acorn International Select Z (ACFFX) | $366.2 | 12.3% | 8.4% | 16.7% | 1.3% |
| Vanguard FTSE All-World ex-U.S. Small-Cap Index Inv (VFSVX) | $2,015.3 | 18.1% | 4.6% | N/A | 0.5% |
| MFS International New Discovery Fund A (MIDAX) | $4,836.6 | 18.6% | 10.4% | 20.1% | 1.4% |
| Westcore International Small-Cap Fund Retail (WTIFX) | $460.2 | 20.1% | 12.9% | 26.3% | 1.5% |
| Classification total/average | $36,369.9 | 25.9% | 9.9% | 20.7% | 1.6% |
| MSCI EAFE Small Cap Total Return USD Index | 29.4% | 10.2% | 19.7% |
| JAPANESE | |||||
|---|---|---|---|---|---|
| All funds | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
| Fidelity Japan Smaller Companies Fund (FJSCX) | $648.9 | 52.7% | 17.8% | 16.9% | 1.1% |
| Matthews Japan Fund Investor (MJFOX) | $359.3 | 34.4% | 11.8% | 13.6% | 1.2% |
| T Rowe Price Japan Fund (PRJPX) | $320.9 | 32.0% | 10.5% | 9.9% | 1.1% |
| Nomura Japan Fund S (SJPNX) | $182.4 | 29.9% | 7.7% | 10.0% | 1.7% |
| Fidelity Japan Fund (FJPNX) | $544.9 | 27.9% | 5.6% | 10.9% | 1.1% |
| DFA Japanese Small Company Portfolio Institutional (DFJSX) | $410.9 | 23.9% | 9.5% | 10.4% | 0.6% |
| Classification total/average | $2,562.1 | 28.8% | 8.0% | 11.6% | 1.8% |
| MSCI Japan Total Return USD | 30.2% | 6.6% | 9.0% |
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
