Emerging markets offer a vast opportunity set for investors seeking increased exposure to international equities beyond developed markets.
Virtus offers several distinct options for investors seeking focused exposure to emerging markets (EM) equities.
Select the ticker buttons to compare a fund's characteristics to other Virtus Emerging Markets offerings and their peer group.
Sources: Virtus Performance Analytics and FactSet, as of .
HIEMX represents Virtus SGA Emerging Markets Equity Fund. Effective December 27, 2023, this Fund’s name, subadviser, and investment approach changed.
Data is updated quarterly and assumed to be reliable. Other principal consultant firms may use different algorithms to calculate selected statistics.
Rankings are based on fund share class total return and do not include the effect of the fund’s sales load, if applicable. Each fund is ranked within a universe of funds similar in portfolio characteristics and capitalization. Strong rankings are not indicative of positive fund performance.
Past performance is no guarantee of future results.
Pursue Emerging Markets with a Global or International Allocation
A dedicated emerging markets allocation may not be appropriate for some investors. Virtus offers a wide range of international and global equity funds incorporating EMs into broader portfolios.
Diversified Emerging Markets Category: Diversified emerging markets portfolios tend to divide their assets among 20 or more nations, although they tend to focus on the emerging markets of Asia and Latin America rather than on those of the Middle East, Africa, or Europe. These portfolios invest predominantly in emerging market equities, but some funds also invest in both equities and fixed income investments from emerging markets.
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The MSCI Emerging Markets Index (net) is a free float-adjusted market capitalization-weighted index designed to measure equity market performance in the global emerging markets. The index is calculated on a total return basis with net dividends reinvested. The index is unmanaged, its returns do not reflect any fees, expenses, or sales charges, and is not available for direct investment.
Important Risk Considerations
Virtus Emerging Markets Opportunities Fund1,2,3,4,5,13, Virtus KAR Developing Markets Fund1,3,4,6,13, Virtus KAR Emerging Markets Small-Cap Fund1,3,4,6,8,13, Virtus NFJ Emerging Markets Value Fund1,2,3,4,13, Virtus SGA Emerging Markets Equities Fund1,3,4,7,9,10,11,12,13
1Market Volatility: The value of the securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Price changes may be short- or long-term. Local, regional, or global events such as war (e.g., Russia's invasion of Ukraine), acts of terrorism, the spread of infectious illness (e.g., COVID-19 pandemic) or other public health issues, recessions, or other events could have a significant impact on the portfolio and its investments, including hampering the ability of the portfolio's manager(s) to invest the portfolio's assets as intended. 2Issuer Risk: The portfolio will be affected by factors specific to the issuers of securities and other instruments in which the portfolio invests, including actual or perceived changes in the financial condition or business prospects of such issuers. 3Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small or medium-sized companies may enhance that risk. 4Foreign & Emerging Markets: Investing in foreign securities, especially in emerging markets, subjects the portfolio to additional risks such as increased volatility, currency fluctuations, less liquidity, and political, regulatory, economic, and market risk. 5Focused Investments: To the extent the portfolio focuses its investments on a limited number of issuers, sectors, industries or geographic regions, it may be subject to increased risk and volatility. 6Non-Diversified: The portfolio is not diversified and may be more susceptible to factors negatively impacting its holdings to the extent the portfolio invests more of its assets in the securities of fewer issuers than would a diversified portfolio. 7Geographic Concentration: A portfolio that focuses its investments in a particular geographic location will be sensitive to financial, economic, political, and other events negatively affecting that location. 8Industrial Concentration: Because the portfolio is presently heavily weighted in the industrial sector, it will be impacted by that sector's performance more than a portfolio with broader sector diversification. 9Sector Focused Investing: Events negatively affecting a particular industry or market sector in which the portfolio focuses its investments may cause the value of the portfolio to decrease. 10ESG: The portfolio's consideration of ESG factors could cause the portfolio to perform differently from other portfolios. While the subadviser believes that the integration of ESG factors into the portfolio's investment process has the potential to contribute to performance, ESG factors may not be considered for every investment decision and there is no guarantee that the integration of ESG factors will result in better performance. 11Convertible Securities: A convertible security may be called for redemption at a time and price unfavorable to the portfolio. 12Currency Rate: Fluctuations in the exchange rates between the U.S. dollar and foreign currencies may negatively affect the value of the portfolio's shares.13Prospectus: For additional information on risks, please see the fund’s prospectus.
Weighted average market capitalization: The total dollar market value of a company’s outstanding shares, weighted in proportion to position size within the fund. Active share: The percentage of holdings in a fund or portfolio that differs from a benchmark index. An active share of 0 would indicate that a fund holds the same securities in the same proportion as its index, while an active share of 100 would indicate no overlapping holdings. Standard deviation: Measures the variability of returns around the average return for an investment portfolio. Sharpe ratio: Measures the efficiency, or excess return per unit of risk, of a manager’s returns. The greater the Sharpe ratio, the better the portfolio’s risk adjusted return.
Please consider a Fund’s investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, contact your financial representative, call 800-243-4361, or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.
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Not insured by FDIC/NCUSIF or any federal government agency. No bank guarantee. Not a deposit. May lose value.