Look Before You Leap into Emerging-Markets Funds

These high-flying funds need to be approached as carefully as ever.

Emerging-markets funds have zoomed ahead of nearly all other types of offerings in this spring's worldwide equity surge. Sure, all five Morningstar Style Box categories of foreign-stock funds have gained roughly 48% from the outset of the current rally on March 10 through June 4, and certain other types of funds, such as natural-resources offerings, have delivered similarly impressive returns. But diversified emerging-markets and Pacific/Asia ex-Japan funds have both gained approximately 62% during the period, while Latin America offerings have returned more than 70%. Meanwhile, Russia and India offerings are up nearly 100% during the period.

The stunning gains of emerging-markets funds are partly due to investors rediscovering their appetites for risk and the fact that these

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William Samuel Rocco  William Samuel Rocco is a senior fund analyst with Morningstar. He would like to hear from you, but he cannot provide individual-portfolio or financial-planning advice.

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