Concerns of geopolitical risk, tariff wars, and more leave some advisors and investors second guessing China this year. For those looking to invest in emerging markets but address China exposures separately, the KraneShares MSCI Emerging Markets ex-China Index ETF (KEMX) may provide a solution.
On the lookout for emerging markets investing opportunities? Most emerging markets indexes, of course, contain significant exposure to the biggest “emerging” market, China.
Emerging markets investing offers investors a really useful tool to get foreign diversification with potential upside. Of course, not all emerging markets ETFs are created equal, nor have emerging markets always delivered on their performance goals.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KRB Kyle R. Bubeck Systelligence LLC | 223,465 | $9.06M | $11.43M | $2.36M | 26.09% |
| TC Timothy Carne SFG Wealth Management LLC | 10,587 | $366,416.07 | $541,313.31 | $174,897.24 | 47.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 635 | $23,339.83 | $32,467.55 | $9,127.72 | 39.11% |
| ARCA Exchange | US Country |
The company described appears to be an investment fund that focuses primarily on mid- and large-cap companies in emerging markets, with the specific exclusion of China. This fund aims to replicate or approximate the performance of its underlying index, which is a free float-adjusted, market capitalization-weighted index designed for this purpose. It adopts a strategy to invest a minimum of 80% of its net assets, along with any borrowings for investment purposes, in either direct instruments of the underlying index or in financial instruments that possess similar economic characteristics.
This investment vehicle targets the equity market performance of emerging market countries, excluding China, by focusing on mid- and large-cap companies within these regions. It aims to offer investors exposure to these markets through a portfolio that closely mirrors the composition and performance of the fund's underlying index. This is achieved by investing at least 80% of its net assets in instruments directly from the underlying index or in those that offer similar economic characteristics, with the inclusion of potential borrowings for investment purposes.
The strategy involves weighting investments based on their market capitalization, ensuring that the fund's portfolio represents a broad spectrum of the equity performance in its target emerging markets, excluding China. This approach intends to provide a balanced and diversified exposure to the sectors and companies driving the economic expansion within these regions, scaling the investments according to the relative size of each company within the market.