Dodge & Cox Emerging Markets Stock earned a Medalist Rating upgrade to Silver from Morningstar, thanks to increased confidence in its disciplined mix of qualitative judgment and quantitative screening, particularly valuable in navigating under-researched segments of emerging markets. 

This hybrid approach, while unusual for the firm, uses a valuation-weighted model to flag potential opportunities, especially among smaller-cap names, before handing decisions over to the fundamental research team. Since its 2021 inception, the fund has delivered solid performance, outperforming a majority of its peers and its benchmark. Its portfolio, broader than other Dodge & Cox offerings, includes over 200 holdings with considerable overlap in top names with the firm's international strategy. 

The JPMorgan US Research Enhanced Equity fund also saw a Morningstar upgrade, thanks to a highly stable and experienced 19-person analyst team that has consistently driven strong stock selection within a benchmark-aware framework.

Finsum: Now, could be a good opportunity to capitalize on certain EM as trade disrupts markets.