#PCEMarketWatch
Fund Performance (as of April 30, 2025)
Year-to-Date Return (YTD): +4.32%
One-Year Return: +7.98%
Average Annual Return Over 5 Years: +6.97%
Average Annual Return Over 10 Years: +2.41%
Since Inception (1995): +3.90% annually
💡 Compared to the MSCI Emerging Markets benchmark, which achieved an annual return of 0.60% over 10 years, PCEMX has outperformed in the long term.
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💼 Portfolio Components
Top Sectors:
Technology: 24.16%
Financial Services: 23.43%
Consumer Discretionary: 17.87%
Top Held Assets:
Taiwan Semiconductor Company: 4.88%
Tencent Holdings: 4.32%
MediaTek: 1.90%
Samsung Electronics: 1.87%
MTN Group: 1.81%
Regional Distribution:
Emerging Asia: 46.03%
Developed Asia (excluding Japan): 31.93%
Latin America: 12.92%
Africa / Middle East: 6.27%
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💰 Fund Details
Net Asset Value (NAV): $14.40 (as of May 29, 2025)
Total Assets Under Management: Approximately $429.81 million
Expense Ratio: 1.20%
Dividend Yield: 1.14%
Minimum Investment: $10,000
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⭐ Morningstar Ratings (as of April 30, 2025)
Overall Rating: ★★★ (3 Stars)
3-Year Rating: ★★★ (3 Stars)
5-Year Rating: ★★★ (3 Stars)
10-Year Rating: ★★ (2 Stars)
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🔍 Investment Strategy
The PCEMX fund aims to achieve growth