The investment seeks to track as closely as possible, before fees and expenses, the total return of the FTSE Emerging Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index is comprised of large- and mid- capitalization companies in emerging market countries, as defined by the index provider. It will concentrate its investments (i.e., hold 25% or more of its total assets) in a particular industry, group of industries or sector to approximately the same extent that the index is so concentrated.
Inception Date: 14/01/2010
Primary Benchmark: FTSE Emerging NR USD
Primary Index: MSCI ACWI Ex USA NR USD
Gross Expense Ratio: 0.14%
Management Expense Ratio: 0.13 %
|VWO||Vanguard FTSE Emerging Markets||0.12 %||
|IEMG||iShares Core MSCI Emerging Mar..||0.14 %||
|EEM||iShares MSCI Emerging Index Fu..||0.67 %||
|EEMV||iShares Edge MSCI Min Vol Emer..||0.67 %||
|SPEM||SPDR Index Shares Fund Portfol..||0.12 %||
|FNDE||Schwab Fundamental Emerging Ma..||0.39 %||
|DEM||WisdomTree Emerging Markets Hi..||0.63 %||
|GEM||Goldman Sachs ActiveBeta Emerg..||0.45 %||
|DGS||WisdomTree Emerging Market Sma..||0.63 %||
|PXH||Invesco FTSE RAFI Emerging Mar..||0.48 %||
|Market Performance vs.
Industry/Classification (Diversified Emerging Mkts)
|Market Performance vs. Exchange (NYSE Arca)|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||17.80%||41%||F||40%||F|
|Risk Adjusted Return||19.93%||50%||F||35%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company has under performed its peers on annual average total returns in the past 5 years.