About AEMZX
Acadian Emerging Markets Portfolio Class I is a diversified mutual fund focused on achieving long-term capital appreciation by investing primarily in common stocks of companies based in emerging market countries. Managed by Acadian Asset Management LLC, the fund allocates at least 80% of its net assets to equity securities from nations classified as emerging markets, as defined by indexes such as the MSCI Emerging Markets Index. Its portfolio is notably broad and diversified, typically holding hundreds of different securities across sectors and regions, with significant representation in areas like technology, financial services, and energy. The fund may also include preferred stocks, depository receipts, and companies of varying market capitalizations, including small-cap firms. Using a disciplined, quantitative investment approach, the fund's managers integrate factors such as valuation, earnings, quality, and risk metrics to guide buy and sell decisions objectively. With a substantial minimum investment requirement and designed for institutional or high-net-worth investors, this fund plays a key role in providing exposure to the growth potential and risks inherent in emerging markets for sophisticated investment portfolios.
Fund Family Acadian Funds
Category Diversified Emerging Mkts
Performance Rating High
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol AEMZX
Share Class I Class Shares
Index MSCI EM (Emerging Markets) TR USD
AEMZX had a total return of 27.66% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.37%.
