WWEMX : Westwood Emerging Markets Fund Institutional Shares

WWEMX is a International Stocks Market Emerging Markets with MODERATE fees.

WWEMX

Westwood Emerging Markets Fund Institutional Shares

FI Score

28 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

28% FI Score
  • wwemx
  • Mutual Fund
  • International Stocks
  • Emerging Markets

Westwood Emerging Markets Fund Institutional Shares

Expenses: 1.20% (Better than 1% of similar funds)

This is a bad choice for a Emerging Markets International Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies. The fund managers consider a company to be an emerging market company if (i) at least 50% of the company's assets are located in emerging markets; (ii) at least 50% of the company's revenues are generated in emerging markets; or (iii) the company is domiciled in an emerging market.

Largest Holdings

Amount Holding
3.24% NetEase Inc ADR
2.94% Taiwan Semiconductor Manufacturing Co Ltd
2.79% Kweichow Moutai Co Ltd
2.61% Tencent Holdings Ltd
2.40% AIA Group Ltd
2.25% Barrick Gold Corp
2.25% Samsung Electronics Co Ltd
2.12% Yum China Holdings Inc
2.10% China Resources Gas Group Ltd
2.10% China Overseas Land & Investment Ltd
2.05% Ping An Insurance (Group) Co. of China Ltd Class H
2.02% Zhengzhou Yutong Bus Co Ltd
1.94% Tripod Technology Corp
1.91% Commercial International Bank (Egypt) SAE
1.91% China Merchants Bank Co Ltd Class H
1.88% Torrent Pharmaceuticals Ltd
1.83% Parade Technologies Ltd
1.82% Southern Copper Corp
1.81% Galaxy Entertainment Group Ltd
1.76% Petroleo Brasileiro SA Petrobras Participating Preferred
1.75% Catcher Technology Co Ltd
1.70% BOC Hong Kong Holdings Ltd
1.70% Banco De Chile
1.70% Indraprastha Gas Ltd
1.69% Vale SA

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo