About ARMIX
ARGA Emerging Markets Value Fund Institutional Shares is an open-end mutual fund focused on delivering long-term capital appreciation by investing primarily in undervalued equity securities and equity-linked instruments of companies located in emerging markets. The fund employs a value-oriented investment strategy, identifying firms it assesses as trading below their intrinsic worth through a combination of quantitative screening and in-depth fundamental research. Managed by ARGA and launched in June 2021, the fund typically holds between 35 and 80 positions across a range of sectors, including technology, consumer cyclical, financial services, and real estate, with a significant portion allocated to large-cap companies. Notably, the strategy incorporates environmental, social, and governance (ESG) considerations using a proprietary global ESG scoring framework during its investment process. The fund may also invest in depositary receipts, ETFs, and other instruments to gain exposure where direct ownership is challenging due to local restrictions. Designed for institutional investors, it requires a substantial minimum investment and maintains a competitive expense ratio. The ARGA Emerging Markets Value Fund Institutional Shares aims to serve as a diversified vehicle for accessing growth and value opportunities across dynamic global emerging markets.
Fund Family ARGA
Category Diversified Emerging Mkts
Performance Rating High
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol ARMIX
Share Class Institutional Shares
Index MSCI EM (Emerging Markets) Value NR USD
ARMIX had a total return of 65.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.94%.
