Emerging Markets

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Funds that invest in developing countries, but do not focus on a particular country or continent are listed below.

 

as of 07 Mar 2007

Name

Symbol

% Expenses

 # of Holdings PE

Yield

Top Countries

 %
BLDRS Emerging Markets 50 ADR Index Fund ADRE 0.30% 50   1.51


Brazil
China
Korea
24
17
13
Claymore/BNY BRIC ETF EEB 0.60% 75   1.68 Brazil
China
India
46
36
14
iShares Emerging Markets Index Fund EEM 0.75% 275 19 1.39 Korea
China
Taiwan
15
12
11
Vanguard Emerging Markets VIPERs VWO 0.30% 862 12 1.75 Korea
Taiwan
South_Africa
19
15
12

Bold listings are recommended for this category.

Fund Comparison

We like the Vanguard Emerging Markets VIPERs (VWO) with its lowest expenses in the category and broadest stock holdings.  It holdings are similar to EEM, so we expect it to perform similar to this fund with possibly slightly higher returns due to its lower expenses.  We have recommended the EEM fund since Sept. 2004 before the Vanguard Emerging Markets VIPERs (VWO) fund was launched.  We recommend new purchases buy the VWO fund, but we will continue to keep our EEM holdings.

The VWO fund has a larger breadth of holdings of (750+) compared with the 50 companies in the BLDRS Emerging Markets (ADRE) with the same expense ratio.  Emerging Markets can be very volatile and local markets are not as liquid as developed countries.  This gives added reasons to hold EEM or VWO with broader holdings just in case of problems with a single country or company.

Fund Charts

Emerging Markets: EEM versus ADRE, EEB, and VWO chart for the last year.

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