About ADVMX
The Vaughan Nelson Emerging Markets Fund is a mutual fund focused on long-term capital appreciation by investing primarily in equities of companies operating within emerging markets. The fund targets firms with undervalued assets, earnings growth, or attractive dividend yields, often selecting companies that generate at least half of their revenues from emerging market regions. Through a high-conviction, bottom-up investment approach, the fund seeks to capitalize on temporary market inefficiencies, emphasizing detailed fundamental research to identify compelling opportunities. Its portfolio spans various industries and geographies, diversifying exposure predominantly across Asian and Latin American markets, though it may also include select positions in the Middle East, Africa, or Europe. Managed by the team at Vaughan Nelson Investment Management, the fund plays a significant role for investors seeking diversified access to the growth potential of emerging economies while leveraging the firm’s consistent, research-driven stock selection process.
Fund Family Vaughan Nelson
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol ADVMX
Share Class Institutional Class
Index Index is not available on Lipper Database
ADVMX had a total return of 14.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.23%.
