Morningstar

Polar Capital Emerging Market Stars Fund Institutional Shares POLEX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $10.98  /  +1.67 %
  • Fund Size $185.6M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.64%
  • Turnover Ratio 54%
NAV and 1-Day Return as of

Morningstar’s Analysis POLEX

Will POLEX outperform in the 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 POLEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A growth-oriented, sustainability-focused approach to investing in emerging-markets equities.

Associate Director Lena Tsymbaluk

Lena Tsymbaluk

Associate Director

Summary

Polar Capital Emerging Markets Stars benefits from a passionate lead manager at the helm and a well-codified process that matches the team’s strengths. Therefore, both the People and Process Pillar ratings are maintained at Above Average.

by Lena Tsymbaluk
Rated on Published on

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Portfolio Holdings POLEX

More POLEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.91 21M
Technology

Samsung Electronics Co Ltd

9.49 20M
Technology

SK hynix Inc

7.15 15M
Technology

Tencent Holdings Ltd

4.09 9M
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

3.58 8M
Consumer Cyclical

MediaTek Inc

3.10 7M
Technology

Phoenix Mills Ltd

2.45 5M
Real Estate

Accton Technology Corp

2.23 5M
Technology

Nu Holdings Ltd Ordinary Shares Class A

2.17 5M
Financial Services

Alchip Technologies Ltd

1.95 4M
Technology

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