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Morningstar

Emerging Markets Growth Fund M EMRGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 6.98  /  0.87 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.670%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.34%
  • Turnover 37%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis EMRGX

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

People Pillar

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

Summary

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Emerging Markets Growth Fund M’s strong process and parent firm underpin this strategy's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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