About AEMGX
The Acadian Emerging Markets Portfolio Investor Class Shares is a mutual fund designed to achieve long-term capital appreciation by investing primarily in common stocks of companies based in emerging market countries. Managed by Acadian Asset Management LLC, the portfolio takes a diversified approach, typically holding hundreds of individual securities across various regions and sectors with a particular focus on large-cap and blend investment styles. The fund’s strategy offers investors exposure to rapidly developing economies, aiming to capture growth opportunities associated with economic expansion, urbanization, and evolving consumer markets in regions like Asia, Latin America, and Eastern Europe. Top portfolio holdings often include industry leaders in technology, financial services, communication services, and energy, reflecting its broad sector diversification. The fund is notable for its high asset count, with over $1 billion in total assets and a relatively concentrated top ten holdings representing approximately 30% of assets. Given its focus on emerging markets, the portfolio is subject to higher volatility and unique risks including political instability, currency fluctuations, and differing accounting standards. The fund maintains an open status for new investors and is positioned as a tool for those seeking international diversification beyond developed markets.
Fund Family Acadian Funds
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol AEMGX
Share Class Investor Class Shares
Index MSCI EM (Emerging Markets) TR USD
AEMGX had a total return of 27.42% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.19%.
