Emerging Markets

Emerging market mutual funds and ETFs invest in a wide range of... Emerging market mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in a range of countries or regions outside the U.S. Depending on the fund in question and its investment mandate, it may have exposure to countries in Asia, Latin America, Africa, and central and eastern Europe. Additionally, these funds can be further classified based on management style (active or passive) and asset class (single or multi-asset). The fixed-income portion of these funds may invest in debt securities varying by type (government or corporate), credit quality (investment-grade or junk), duration (short or long), and strategy (inflation-protected or sector-diversified). The equity portion of these funds may invest in common equities, and these can vary by market capitalization (small or large), dividend income (total income or high income), and strategy (sector-based or factor-based), among others. The alternatives portion of these funds may invest in strategies including real estate, currency trading, commodities, derivatives or other techniques relying on volatility, hedge fund, or quantitative strategies. An emerging market is one that may have some, but not all characteristics of developed markets. Emerging markets tend to have low to mid income per capita and less market regulation compared to the developed markets. As such, they are not perceived as being as politically stable as their developed market counterparts. Conservative-minded investors will not tend to be overweight emerging markets in their portfolios, preferring instead for more exposure to developed markets. Last Updated: 12/03/2024 View more View less

Emerging market mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in a range of countries or regions outside the U.S. Depending on... Emerging market mutual funds and ETFs invest in a wide range of asset classes, including equities, fixed income, commodities, and alternatives, in a range of countries or regions outside the U.S. Depending on the fund in question and its investment mandate, it may have exposure to countries in Asia, Latin America, Africa, and central and eastern Europe. Additionally, these funds can be further classified based on management style (active or passive) and asset class (single or multi-asset). The fixed-income portion of these funds may invest in debt securities varying by type (government or corporate), credit quality (investment-grade or junk), duration (short or long), and strategy (inflation-protected or sector-diversified). The equity portion of these funds may invest in common equities, and these can vary by market capitalization (small or large), dividend income (total income or high income), and strategy (sector-based or factor-based), among others. The alternatives portion of these funds may invest in strategies including real estate, currency trading, commodities, derivatives or other techniques relying on volatility, hedge fund, or quantitative strategies. An emerging market is one that may have some, but not all characteristics of developed markets. Emerging markets tend to have low to mid income per capita and less market regulation compared to the developed markets. As such, they are not perceived as being as politically stable as their developed market counterparts. Conservative-minded investors will not tend to be overweight emerging markets in their portfolios, preferring instead for more exposure to developed markets. Last Updated: 12/03/2024 View more View less