Best Emerging Markets Stock Mutual Funds 2015

By
See best emerging markets stock mutual funds 2015. Top funds are William Blair Emerging Markets Small Cap Growth Fund, HSBC Frontier Markets Fund, etc.

Top Performing Equity Funds

Diversified emerging markets stock mutual funds are part of international stock funds. These funds use their assets to purchase stocks of developing countries. These countries are located in Eastern Europe, Africa, Middle East, Latin America, Far East, and Asia. Some of popular emerging market countries are China, Brazil, India, Russia, South Africa, Indonesia, etc.

From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend. The list is sorted based on its 3 years return up to May 1, 2015.
Best Emerging Markets Stock Mutual Funds
Best emerging markets stock mutual funds 2015 are:
  1. William Blair Emerging Markets Small Cap Growth Fund (WESNX)
  2. City National Rochdale Emerging Markets Fund (RIMIX)
  3. HSBC Frontier Markets Fund (HSFAX)
  4. Driehaus Emerging Markets Small Cap Growth Fund (DRESX)
  5. Wasatch Frontier Emerging Small Countries Fund (WAFMX)
  6. Seafarer Overseas Growth and Income Fund (SFGIX)
  7. Baron Emerging Markets Fund (BEXFX)
  8. Harding Loevner Frontier Emerging Markets Fund (HLFMX)
  9. Van Eck Emerging Markets Fund (GBFAX)
  10. Ivy Emerging Markets Equity Fund (IPOAX)
  11. Forward Frontier Strategy Fund (FRONX)
  12. Templeton Emerging Markets Small Cap Fund (TEMMX)

William Blair Emerging Markets Small Cap Growth Fund

This William Blair Emerging Markets Small Cap Growth Fund has a yield of 0.15%. The fund invests mainly in equity securities of emerging market small capitalization. Its expense fee is 1.65%. It has $314 million of assets. The portfolio turnover rate is 124%. The fund managers are Todd M. McClone and Jeffrey A. Urbina.

Morningstar has ranked this top emerging markets stock mutual fund with 5 star rating. This equity fund has returned 18.23% over the past 1 year, and 16.03% over the past 3 year. There are 37 brokerages offered this fund.
Top 5 stocks in its holdings are IndusInd Bank Ltd, Yes Bank Ltd, PT Matahari Department Store Tbk, Zhuzhou CSR Times Electric Co Ltd H Shares, and Bank Negara Indonesia (Persero) Tbk Class B. Top 3 sectors are consumer cyclical, financial services, and industrials.

HSBC Frontier Markets Fund

The HSBC Frontier Markets Fund utilizes its assets to purchase stocks of frontier market countries. The current yield is 0.70%. Morningstar has ranked this top performing fund with 5 star rating. Its expense fee is 2.20%.
The past 4 years performance is as follows:
  • Year 2015: 4.44% (YTD)
  • Year 2014: 4.72% 
  • Year 2013: 25.69%
  • Year 2012: 23.93%

Driehaus Emerging Markets Small Cap Growth Fund

Driehaus Emerging Markets Small Cap Growth Fund is a no load fund. It has $638 million of assets. Its expense fee is 1.71%. The fund uses an investment style of mid growth. Top 2 sectors are consumer cyclical, and technology. The average 3 years return is 13.37%.

Fund Performance


Fund NameTicker3 Year Return %
William Blair Emerging Markets Small Cap Growth Fund Class NWESNX16.33
City National Rochdale Emerging Markets Fund Class NRIMIX14.81
HSBC Frontier Markets Fund Class AHSFAX14.23
Driehaus Emerging Markets Small Cap Growth FundDRESX13.62
Wasatch Frontier Emerging Small Countries Fund Investor Class SharesWAFMX13.08
Seafarer Overseas Growth and Income Fund Investor ClassSFGIX10.76
Baron Emerging Markets Fund Retail ClassBEXFX10.05
Harding Loevner Frontier Emerging Markets Fund Investor ClassHLFMX9.93
Van Eck Emerging Markets Fund Class AGBFAX9.46
Ivy Emerging Markets Equity Fund Class AIPOAX9.08
Forward Frontier Strategy Fund Investor ClassFRONX8.75
Templeton Emerging Markets Small Cap Fund Class ATEMMX8.74
Columbia Acorn Emerging Markets Fund Class ACAGAX7.46
Mirae Asset Emerging Markets Great Consumer Fund Class AMECGX7.41
Causeway Emerging Markets Fund Investor ClassCEMVX6.85
Fidelity Emerging Markets Discovery FundFEDDX6.79

0 comments:

Post a Comment