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Mutual funds & ETFs

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Category performance

What is this
Categories sized by total assets and coloured by performance. Mouseover chart to view top-performing funds.
As of Jun 18 2013 07:51 BST.
Category performance: Loss
Gain

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Share class name & categorySharpe
ratio		1-month
change		Actions
Bear Market
-0.82+38.60%
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Bear Market
-0.84+38.48%
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Bear Market
-0.28+26.88%
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Bear Market
-0.3+26.80%
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Bear Market
--+22.09%
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Bear Market
--+22.09%
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Bear Market
--+22.05%
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Bear Market
-0.31+22.05%
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Bear Market
-0.33+21.94%
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Bear Market
-0.93+9.34%
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Fund news

Jun 17 2013 18:28 BST
Bolton retires after failing to crack China
Although performance in the Fidelity China Special Situations fund has improved recently, shares in the fund are below their 2010 launch price
Jun 16 2013 04:14 BST
BlackRock aims to be big in Japan
The US fund giant eyes ‘significant’ opportunities for organic growth in the retail market, as locals look for non-yen investments
Jun 16 2013 04:14 BST
Large spike in ‘smart beta’ investments
Inflows into listed ‘advanced’ beta funds are accelerating and that interest from investors represents just the tip of the iceberg
Fund news

The performance data shown in tables and graphs on this page is calculated in USD of the fund / index / average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.

All managed funds data located on FT.com is subject to the FT Terms & Conditions . All content on FT.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2013
All Rights reserved

© 2013 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Pricing for ETFs is the latest price and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions.