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Morningstar

SA Emerging Markets Value Investor SAEMX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.44  /  0.42 %
  • Total Assets 195.1 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.040%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.54%
  • Turnover 19%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis SAEMX

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

People Pillar

The People Pillar is our evaluation of the SAEMX 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 SAEMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit SA Emerging Markets Value Investor to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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