About GQGIX
GQG Partners Emerging Markets Equity Fund Institutional Shares is a mutual fund specializing in equities from emerging market economies. Managed by GQG Partners, the fund primarily seeks long-term capital appreciation by investing at least 80% of its net assets in high-quality companies with strong growth prospects located in or tied to emerging markets. The fund employs a fundamental investment process, emphasizing financial strength, sustainable earnings growth, and quality of management when selecting portfolio companies. The strategy is designed to balance attractive long-term returns with a focus on managing downside risk across market cycles, making it suitable for institutional investors seeking diversified exposure outside developed markets. Key sector allocations include technology, consumer defensive, energy, and utilities, with significant holdings in companies such as Taiwan Semiconductor Manufacturing Co., ITC Ltd, and Petrobras. The fund is notable for its large-growth investment style and competitive expense ratio relative to peers in the diversified emerging markets category, and it stands as one of the larger mutual funds in its space by assets under management.
Fund Family GQG Partners Inc
Category Diversified Emerging Mkts
Performance Rating Below Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol GQGIX
Share Class Institutional Shares
Index MSCI EM (Emerging Markets) NR USD
GQGIX had a total return of 9.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.43%.
