RWCIX – Redwheel Global Emerging Equity I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies, and in other instruments, principally derivatives and shares of investment companies (including exchange-traded funds ("ETFs")), that have economic characteristics similar to such securities. It invests in at least three emerging or frontier market countries. The fund may also invest in "out-of-the-money" convertible securities and may invest in securities of companies with any market capitalization.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RWCEX	Redwheel Global Emerging Equity Fund Institutional Class	Institutional	Open			Dec 30, 2016	$98.84M	1.090%	Above Average	$1M	−$25.44M
RWCIX	Redwheel Global Emerging Equity Fund Class I	Institutional	Open			Sep 8, 2017	$96.65M	1.240%	High	$250,000	−$38.51M

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