Mutual Fund Advice & Resources

The best emerging markets stock mutual funds 2012 ending Q2 ranked by:

  • Morningstar’s Broad Category Group “Diversified Emerging Markets”
  • Minimum Initial Investment 1$
  • Maximum Initial Investment $5,000
  • Ranked by Total Return 3 mos. a/o Q2 end 6/30/2012
  • Not A Load Waived Mutual Fund (generally for retirement plans)
  • Not An Institutional Mutual Fund (generally for institutions)
  • Not A Retirement Share Class
  • Not Closed To Investors

There are 218 emerging markets stock mutual funds in the group for Q2 2012.  We put the requirements above on our research to make sure the mutual funds noted are available to all investors.

The top 10 performing emerging markets stock mutual funds for Q2 2012 are:

#1. Rydex Inverse Emerging Mkts 2X Strat C

+18.27%
Ticker RYWZX | Share Class C | Diversified Emerging Mkts

Investment Objective and Strategy
The investment seeks to provide investment results that correlate to the performance of 200% of the inverse (opposite) of the performance of the BNY Mellon Emerging Markets 50 ADR Index. The fund invests at least 80% of net assets in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. It may hold U.S. government securities or cash equivalents to collateralize its derivative positions. The fund is non-diversified.

#2. Rydex Inverse Emerging Mkts 2X Strat A

+18.15%
Ticker RYWWX | Share Class A | Diversified Emerging Mkts

Investment Objective and Strategy
The investment seeks to provide investment results that correlate to the performance of 200% of the inverse (opposite) of the performance of the BNY Mellon Emerging Markets 50 ADR Index. The fund invests at least 80% of net assets in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. It may hold U.S. government securities or cash equivalents to collateralize its derivative positions. The fund is non-diversified.

#3. Rydex Inverse Emerging Mkts 2X Strat H

+18.09%
Ticker RYWYX | Share Class Other | Diversified Emerging Mkts

Investment Objective and Strategy
The investment seeks to provide investment results that correlate to the performance of 200% of the inverse (opposite) of the performance of the BNY Mellon Emerging Markets 50 ADR Index. The fund invests at least 80% of net assets in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. It may hold U.S. government securities or cash equivalents to collateralize its derivative positions. The fund is non-diversified.

#4. Wasatch Frontier Emerg Sm Countrs Inv

+1.46%
Ticker WAFMX | Share Class Inv | Diversified Emerging Mkts

Investment Objective and Strategy
Geritz joined Wasatch Advisors in 2006 as a senior equities analyst. She became a Portfolio Manager on the Wasatch Emerging Markets Small Cap Fund in 2009. Prior to joining the Advisor, Ms. Geritz worked as a Senior Analyst for Mellon Corporation where she made investment recommendations for two of the company’s small cap growth funds. Prior to joining Mellon Corporation, she spent four years analyzing securities for various products at American Century Investments. While completing her Masters degree, Geritz spent a year in Japan where she worked as a translator. Geritz holds the CFA designation.

#5. Nile Pan Africa A

-(1.73)%
Ticker NAFAX | Share Class A | Diversified Emerging Mkts

Investment Objective and Strategy
The investment seeks to provide long term total return. Under normal circumstances, the fund seeks to achieve its investment objective by investing opportunistically in a focused portfolio of investments in the equity, fixed income, cash and cash equivalent asset classes. It will invest in fixed income securities without restriction as to capitalization, credit quality or maturity. The fund may invest in fixed income securities that are sometimes referred to as “high yield” or “junk” bonds. It is non-diversified.

#6. Goldman Sachs N-11 Equity A

-(1.82)%
Ticker GSYAX | Share Class A | Diversified Emerging Mkts

Investment Objective and Strategy
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets plus any borrowings for investment purposes in a portfolio of equity investments that are tied economically to the “N-11 countries,” as defined below, or in issuers that participate in the markets of the N-11 countries. It expects to invest primarily in equity securities, including common or ordinary stocks, ADRs, GDRs, preferred stock, convertible securities, investment companies, and rights and warrants. The fund is non-diversified.

#7. Nile Pan Africa C

-(1.84)%
Ticker NAFCX | Share Class C | Diversified Emerging Mkts

Investment Objective and Strategy
The investment seeks to provide long term total return. Under normal circumstances, the fund seeks to achieve its investment objective by investing opportunistically in a focused portfolio of investments in the equity, fixed income, cash and cash equivalent asset classes. It will invest in fixed income securities without restriction as to capitalization, credit quality or maturity. The fund may invest in fixed income securities that are sometimes referred to as “high yield” or “junk” bonds. It is non-diversified.

#8. Goldman Sachs N-11 Equity C

-(1.94)%
Ticker GSYCX | Share Class C | Diversified Emerging Mkts

Investment Objective and Strategy
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets plus any borrowings for investment purposes in a portfolio of equity investments that are tied economically to the “N-11 countries,” as defined below, or in issuers that participate in the markets of the N-11 countries. It expects to invest primarily in equity securities, including common or ordinary stocks, ADRs, GDRs, preferred stock, convertible securities, investment companies, and rights and warrants. The fund is non-diversified.

#9. Seafarer Overseas Gr and Income Investor

-(2.61)%
Ticker SFGIX | Share Class Inv | Diversified Emerging Mkts

Investment Objective and Strategy
The investment seeks to provide long-term capital appreciation along with some current income; the fund will seek to mitigate adverse volatility in returns as a secondary objective. The fund normally invests at least 80% of its total assets in dividend-paying common stocks, preferred stocks, convertible securities and debt obligations of foreign companies. It may invest a significant amount of its net assets (50% to 80% under normal market conditions) in the securities of companies located in developing countries. The fund may typically invest in convertible securities and debt obligations of any quality or duration.

#10. Virtus Emerging Markets Opportunities A

-(3.31)%
Ticker HEMZX | Share Class A | Diversified Emerging Mkts

Investment Objective and Strategy
The investment seeks capital appreciation. The fund offers investors exposure to emerging economies through well-established companies. Under normal circumstances, it invests at least 80% of its assets in equity securities or equity-linked instruments of issuers located in emerging markets countries; such issuers may be of any capitalization. Emerging markets countries generally include every nation in the world except the U.S., Canada, Japan, Australia, New Zealand and most nations located in Western Europe.