Emerging Market Diversified Stocks Mutual Funds

Emerging market funds invest in fast-growing economies including China, India, Brazil, Taiwan, and Southeast Asia. Higher growth potential comes with higher volatility, currency risk, and political uncertainty — best sized as 5-15% of equity allocation.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VEMAX (VANGUARD EMERGING MARKETS STOCK INDEX FUND ADMIRAL SHARES) NA -17.17% -1.48% -0.20% 1.70% 0.67% NA
FPADX (FIDELITY EMERGING MARKETS INDEX FUND INSTITUTIONAL PREMIUM CLASS) NA -19.51% -2.91% -1.35% 1.49% NA NA
PRMSX (T. ROWE PRICE EMERGING MARKETS STOCK FUND T. ROWE PRICE EMERGING MARKETS STOCK FUND) NA -22.48% -6.74% -2.82% 1.79% -0.05% 8.34%
ODMAX (Oppenheimer Developing Markets A) NA -23.75% -8.05% -2.92% 0.97% 1.86% 10.06%
RNWFX (NEW WORLD FUND INC CLASS R-5) NA -21.05% 0.85% 3.02% 5.02% 3.25% 9.43%
TEMMX (TEMPLETON EMERGING MARKETS SMALL CAP FUND CLASS A) NA -21.94% -0.42% -2.40% 1.92% 1.19% NA
DFEMX (EMERGING MARKETS PORTFOLIO EMERGING MARKETS PORTFOLIO – INSTITUTIONAL CLASS) NA -16.06% -0.88% -0.25% 1.98% 1.48% 9.22%
EEMGX (MFS Emerging Markets Equity Research Fund R4) NA -21.32% NA NA NA NA NA
HAEMX (HARBOR EMERGING MARKETS EQUITY FUND INSTITUTIONAL CLASS) NA -18.50% 0.15% 2.13% NA NA NA
MSMLX (MATTHEWS ASIA SMALL COMPANIES FUND INVESTOR CLASS SHARES) NA -15.75% 13.93% 7.16% 7.09% NA NA
Data as of 12/22/2022, Common starting date is 02/24/2021

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