MEMX

MEMX actively invests in a portfolio of common and preferred stocks of companies located in emerging markets, excluding China. Although, up to 20% of assets may be invested in developed market companies. Securities must have substantial ties to emerging market countries or regions with regards to the location of headquarters, operations, assets, or revenue links. The adviser invests in securities it perceives to have growth qualities based on fundamental factors, such as balance sheet, company size, cash flows, management, product lines, marketing strategies, governance, and financial health. The fund will significantly invest in large- and mid-cap companies but may also invest in any capitalization. The fund may also invest in depositary receipts treated as emerging market instruments.