Redwheel Global Emerging Equity Ins holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Redwheel Global Emerging Equity Fund Institutional Class RWCEX
- NAV / 1-Day Return 15.88 / +1.34 %
- Total Assets 226.7M
-
Adj. Expense Ratio
1.090%
- Expense Ratio 1.210%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Diversified Emerging Mkts
- Investment Style Large Blend
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.86%
- Turnover 101%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:07 AM GMT+0
Morningstar’s Analysis RWCEX
Will RWCEX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the RWCEX 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 RWCEX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Samsung Electronics Co Ltd | 4.23 | 9M | Technology |
Taiwan Semiconductor Manufacturing Co Ltd | 4.16 | 9M | Technology |
Tencent Holdings Ltd | 3.49 | 7M | Communication Services |
Alibaba Group Holding Ltd Ordinary Shares | 3.46 | 7M | Consumer Cyclical |
Kia Corp | 3.42 | 7M | Consumer Cyclical |
Petroleo Brasileiro SA Petrobras ADR | 3.28 | 7M | Energy |
BYD Co Ltd Class H | 3.12 | 7M | Consumer Cyclical |
Vale SA ADR | 3.10 | 7M | Basic Materials |
Contemporary Amperex Technology Co Ltd Class A | 2.96 | 6M | Industrials |
Sociedad Quimica Y Minera De Chile SA ADR | 2.54 | 5M | Basic Materials |