About HIEMX
Virtus SGA Emerging Markets Equity Fund Class I is a diversified mutual fund focused on delivering exposure to the growth potential of companies operating within emerging market economies. Its primary objective is capital appreciation through investment in businesses that exhibit strong, predictable, and sustainable growth characteristics. The fund employs a high-conviction, team-based research approach, targeting firms with robust pricing power, repeatable revenues, and long-term growth prospects, while applying valuation discipline to manage risk.
Managed by Sustainable Growth Advisers, the fund maintains a concentrated portfolio, often allocating a significant portion of its assets to its top 10 holdings, which span sectors such as financial services, consumer defensive, technology, and communication services. Its strategy is benchmark unconstrained, meaning portfolio construction is driven by opportunity rather than adherence to a specific index composition.
The fund serves as a significant vehicle for institutional and sophisticated investors seeking exposure to the dynamic and rapidly evolving sectors that drive economic development across Asia, Latin America, and other emerging regions, supporting portfolio diversification and offering access to markets with growth trajectories distinct from developed economies.
Fund Family Virtus
Category Diversified Emerging Mkts
Performance Rating Low
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol HIEMX
Share Class Class I
Index MSCI EM (Emerging Markets) NR USD
HIEMX had a total return of -7.00% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.50%.
