Morningstar

Redwheel Global Emerging Equity Fund Class I RWCIX

Morningstar Medalist Rating
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Medalist Rating as of See Redwheel Investment Hub
  • NAV / 1-Day Return $14.15  /  +0.07 %
  • Fund Size $184.5M
  • Adjusted Expense Ratio 1.240%
  • Net Expense Ratio 1.360%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.78%
  • Turnover Ratio 101%
NAV and 1-Day Return as of

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 Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RWCIX

More RWCIX 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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