Emerging Markets ex China Growth Fund

Investment Objective

Capital Appreciation

Morningstar Category
Diversified Emerging Mkts

Fund Characteristics

The Emerging Markets ex China Growth Fund seeks to invest in companies across emerging markets excluding China and the market cap spectrum with superior quality and growth characteristics relative to competitors.

Investment Approach

  • Seeks to invest in stocks of well-managed, quality growth companies expected to maintain superior growth, profitability, and quality relative to local markets and relative to companies within the same industry worldwide.
  • The selection of individual stocks through in-depth, bottom-up research is the Fund's primary focus. Following stock selection, analysis of the economic strength of various industries and countries are the next most important investment criteria. 

Why Consider This Fund?

  • Provides a diversified all cap portfolio with consistent small cap exposure and a broad allocation to sectors and countries— including frontier markets.
  • Allows investors to make allocation decisions between China and the rest of emerging markets.
  • Managed by a seasoned team with decades of emerging markets experience.


The Fund involves a high level of risk and may not be appropriate for everyone. You should only consider it for the aggressive portion of your portfolio. The Fund's returns will vary, and you could lose money by investing in the Fund. The Fund holds equities which may decline in value due to both real and perceived general market, economic, and industry conditions. Investing in securities of smaller companies tends to be more volatile and less liquid than securities of larger companies.  International investing involves special risk considerations, including currency fluctuations, higher volatility, lower liquidity, economic and political risk. Investing in emerging markets can increase these risks. The securities of emerging market companies may be subject to greater volatility and less liquidity than companies in more developed markets. Individual securities may not perform as expected or a strategy used by the Adviser may fail to produce its intended result. Currency rates may fluctuate significantly over short periods of time and may reduce the returns of a portfolio.