ARUIX – ARGA Value Institutional Investment Strategy

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies and in other financial instruments, such as shares of exchange-traded funds (“ETFs”), that have similar economic characteristics to such securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ARUIX	ARGA Value Institutional	Institutional	Open			Aug 31, 2023	$5.87M	0.650%	Low	$250,000	−$1.30M

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ARGA Value Institutional ARUIX Strategy

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