About ADVKX
The Vaughan Nelson Emerging Markets Fund Investor Class is a mutual fund designed for investors seeking long-term capital appreciation through diversified exposure to emerging market equities. Managed by Vaughan Nelson Investment Management, the fund primarily invests in companies that conduct significant business in emerging economies by allocating at least 80% of its net assets to such investments. Its strategy emphasizes high-conviction, value-oriented stock selection targeting firms with undervalued assets across diverse sectors and regions. The fund’s portfolio reflects active management decisions based on fundamental analysis, aiming to identify opportunities stemming from economic growth dynamics and structural changes in emerging markets. Health care and technology sectors, as well as countries like India, Canada, and Turkey, have been notable contributors to recent performance, while regions like Hong Kong and South Korea have occasionally detracted. The Vaughan Nelson Emerging Markets Fund Investor Class plays a significant role for investors seeking broad exposure to the potential growth of developing economies through a professionally managed, actively selected portfolio.
Fund Family Vaughan Nelson
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol ADVKX
Share Class Investor Class
Index Index is not available on Lipper Database
ADVKX had a total return of -9.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.65%.
