About IMEGX
Macquarie Systematic Emerging Markets Equity Fund Class R6 is a mutual fund focused on providing diversified equity exposure to emerging markets worldwide. Utilizing a quantitatively driven investment strategy, the fund targets companies that demonstrate strong quality, momentum, and value characteristics, seeking to exploit market inefficiencies across a broad valuation spectrum. The portfolio is built around systematic models that integrate extensive investment expertise with advanced technology, aiming to generate consistent return potential while managing risk. The fund primarily invests in large-cap equities, with a significant concentration in technology, financial services, and communication services sectors—companies like Taiwan Semiconductor Manufacturing, Tencent Holdings, and ICICI Bank are among its top holdings. It allocates assets across numerous nations in emerging regions, such as Asia and Latin America, offering investors diversified exposure beyond developed markets. The fund is designed for retirement plans and institutional investors, featuring a relatively low expense ratio and a focus on long-term capital appreciation within the diversified emerging markets category.
Fund Family Nomura
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol IMEGX
Share Class Class R6
Index MSCI EM (Emerging Markets) NR USD
IMEGX had a total return of 33.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.88%.
