Advisory Research Emerging Fund Quote
| ADVMX Fund | USD 12.17 0.07 0.57% |
PerformanceSolid
| Odds Of DistressLow
|
Advisory Research is trading at 12.17 as of the 20th of July 2025; that is 0.57 percent decrease since the beginning of the trading day. The fund's open price was 12.24. Advisory Research has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of companies that are either listed, domiciled, or conduct a meaningful amount of business in emerging markets. The funds advisor defines companies conducting a meaningful amount of business in emerging markets as those companies that derive at least 50 percent of revenues or net profits from, or have at least 50 percent of assets or production capacities in, emerging market countries.. More on Advisory Research Emerging
Moving together with Advisory Mutual Fund
Advisory Mutual Fund Highlights
| Fund Concentration | Vaughan Nelson Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Vaughan Nelson, Large, Diversified Emerging Mkts (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Advisory Research Emerging [ADVMX] is traded in USA and was established 20th of July 2025. Advisory Research is listed under Vaughan Nelson category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Vaughan Nelson family. This fund presently has accumulated 35.05 M in assets under management (AUM) with no minimum investment requirementsAdvisory Research is currently producing year-to-date (YTD) return of 15.72%, while the total return for the last 3 years was 12.15%.
Check Advisory Research Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Advisory Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Advisory Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Advisory Research Emerging Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Advisory Research Emerging Mutual Fund Constituents
| SHWGF | Shandong Weigao Group | Pink Sheet | Medical Instruments & Supplies | |
| WHGRF | WH Group Limited | Pink Sheet | Packaged Foods | |
| AGI | Alamos Gold | Stock | Materials | |
| DTC | Solo Brands | Stock | Consumer Discretionary | |
| GTE | Gran Tierra Energy | Stock | Energy |
Advisory Research Risk Profiles
| Mean Deviation | 0.5964 | |||
| Semi Deviation | 0.389 | |||
| Standard Deviation | 0.847 | |||
| Variance | 0.7174 |
Advisory Research Against Markets
Other Information on Investing in Advisory Mutual Fund
Advisory Research financial ratios help investors to determine whether Advisory Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Advisory with respect to the benefits of owning Advisory Research security.
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