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Polar Capital Emerging Market Strs Instl (POLEX)

7.60
+0.10
+(1.33%)
At close: April 17 at 8:01:59 PM EDT
Loading Chart for POLEX
  • Previous Close 7.50
  • YTD Return -2.22%
  • Expense Ratio 1.00%
  • Category Diversified Emerging Mkts
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 154.03M
  • Beta (5Y Monthly) 1.15
  • Yield 0.32%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.03
  • Inception Date Dec 30, 2020

Under normal market conditions, the fund invests at least 80% of its net assets for investment purposes in equity securities of issuers located in Emerging Markets countries. It may also invest in global, American and European depository receipts for the purpose of gaining exposure to underlying equity securities. The fund may utilize various derivative instruments and related strategies to gain exposure to one or more issuers or other assets. It is non-diversified.

Polar Capital LLP

Fund Family

Diversified Emerging Mkts

Fund Category

154.03M

Net Assets

2020-12-30

Inception Date

Performance Overview: POLEX

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Trailing returns as of 4/17/2025. Category is Diversified Emerging Mkts.

YTD Return

POLEX
2.22%
Category
8.73%
 

1-Year Return

POLEX
0.45%
Category
41.79%
 

3-Year Return

POLEX
0.91%
Category
11.48%
 

5-Year Return

POLEX
0.00%
Category
12.18%
 

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Holdings: POLEX

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Sector Weightings

SectorPOLEX
Technology   34.26%
Real Estate   4.71%
Industrials   4.52%
Energy   4.07%
Healthcare   2.42%
Utilities   0.00%

Recent News: POLEX

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Research Reports: POLEX

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