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Morningstar

Acadian Emerging Markets Investor AEMGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 19.16  /  0.74 %
  • Total Assets 672.4 Mil
  • Adj. Expense Ratio
    1.430%
  • Expense Ratio 1.330%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 6.09%
  • Turnover 70%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis AEMGX

Will AEMGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AEMGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AEMGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AEMGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Acadian Emerging Markets Investor to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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