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Morningstar

Macquarie Pooled Emerging Markets DPEMX

Morningstar Analyst Rating
Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 8.07  /  1.34 %
  • Total Assets 61.1 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Limited
  • TTM Yield 1.18%
  • Turnover 26%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis DPEMX

Will DPEMX 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 DPEMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DPEMX 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 DPEMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Macquarie Pooled Emerging Markets's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. 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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