About AEMOX
Virtus Emerging Markets Opportunities Fund R6 is a mutual fund focused on achieving capital appreciation by investing primarily in equity securities of companies tied economically to emerging markets. Employing a systematic, bottom-up investment approach, the fund leverages quantitative models that blend behavioral finance insights, fundamental analysis, and valuation factors. This strategy aims to uncover companies poised for growth that may be undervalued or overlooked, while exercising robust risk controls to manage portfolio volatility and downside risk.
The fund maintains a broadly diversified exposure across emerging markets, analyzing thousands of securities daily to construct a high-conviction, all-cap core portfolio. Holdings span a range of sectors, including technology, consumer cyclical, energy, utilities, and financial services, with portfolio weights actively managed relative to the MSCI Emerging Markets Index benchmark. The fund may invest in common and preferred stocks, convertible securities, and employ derivatives for portfolio management purposes. Designed for institutional and retirement investors, Virtus Emerging Markets Opportunities Fund R6 plays a strategic role for those seeking to participate in the long-term growth potential of emerging global economies while mitigating risk through disciplined, research-driven processes.
Fund Family Virtus
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol AEMOX
Share Class R6
Index MSCI EM (Emerging Markets) NR USD
AEMOX had a total return of 43.12% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.47%.
