Morningstar

Redwheel Global Emerging Equity Fund Institutional Class RWCEX

Morningstar Medalist Rating
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Medalist Rating as of See Redwheel Investment Hub
  • NAV / 1-Day Return $14.20  /  +0.14 %
  • Fund Size $184.5M
  • Adjusted Expense Ratio 1.090%
  • Net Expense Ratio 1.210%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.92%
  • Turnover Ratio 101%
NAV and 1-Day Return as of

Morningstar’s Analysis RWCEX

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

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings RWCEX

More RWCEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Samsung Electronics Co Ltd

7.71 17M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

5.50 12M
Technology

Alchip Technologies Ltd

3.30 7M
Technology

First Quantum Minerals Ltd

2.97 7M
Basic Materials

Contemporary Amperex Technology Co Ltd Class A

2.80 6M
Industrials

Tencent Holdings Ltd

2.76 6M
Communication Services

MediaTek Inc

2.65 6M
Technology

Alibaba Group Holding Ltd Ordinary Shares

2.52 6M
Consumer Cyclical

Petroleo Brasileiro SA Petrobras ADR

2.46 5M
Energy

ICICI Bank Ltd

2.41 5M
Financial Services

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