Morningstar

Redwheel Global Emerging Equity Fund Class I RWCIX

Morningstar Medalist Rating
Medalist Rating as of | See Redwheel Investment Hub
  • NAV / 1-Day Return 14.65  /  −1.28 %
  • Total Assets 213.0M
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.76%
  • Turnover 101%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis RWCIX

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

  • People Pillar

    The People Pillar is our evaluation of the RWCIX 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 RWCIX’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 I 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RWCIX

More RWCIX Holdings
  • 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

Sponsor Center