ARGA Emerging Markets Value Fund

ADVISORS' INNER CIRCLE III · 2 share classes

Actively managed emerging-markets equity fund
One fund, 2 share classes:ARMVXARMIX
$2.11B NAV
87 positions · as of 2026-06-30 · filed 2026-08-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

ARGA Emerging Markets Value Fund is an actively managed emerging-markets equity fund.

Asset class
Equity
Region
Emerging markets
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q2

The ARGA Emerging Markets Value Fund (the Fund) seeks long-term capital appreciation.

Strategy · summarised

The fund invests at least 80% of assets in emerging and frontier market equities selected through a value screen: the adviser ranks companies by price-to-earnings, price-to-book, dividend yield, and earnings yield, then applies fundamental research using a dividend discount model to identify securities trading at a discount to intrinsic value. The fund's returns depend on the adviser's forecasts of long-term earnings power and dividend capacity, which may prove inaccurate.

Expenses
0.82% 1.22%across 2 share classes
Share classExpense ratio
ARMVX1.22%
ARMIX0.82%

Portfolio turnover 33.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

94.23%
of net assets
Stocks94.23%
Cash & short-term0.00%

These positions come to 94.23% of net assets. Not everything a fund owns is reported as a holding — uninvested cash is collected at fund level instead — so the total is not expected to reach 100%.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 30 new10 exited

Largest new: Inner Mongolia Yili Industrial Group Co., Ltd., Haier Smart Home Co., Ltd., State Bank of India, CHINA RESOURCES LAND LIMITED, Itau Unibanco Holding S.A., Zoomlion Heavy Industry Science And Technology Co., Ltd, Realtek Semiconductor Corporation, PICC Property and Casualty Company Limited

Largest exited: MediaTek Inc., SK hynix Inc., HENGLI PETROCHEMICAL CO., LTD., LVS, SK Square Co., Ltd., GLOBANT S.A., MTN GROUP LIMITED, BROWN BROTHERS HARRIMAN & CO.

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+37.30%
3-year
+72.17%
5-year
58 of 60 months
Volatility
19.54%
Worst 3-yr fall
-11.37%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Tencent Holdings Limited4.02%$84.79M
CHINA JUSHI CO., LTD2.99%$63.07M
Inner Mongolia Yili Industrial Group Co., Ltd.2.93%$61.73M
Banco do Brasil S.A2.76%$58.24M
Haier Smart Home Co., Ltd.2.72%$57.27M
Taiwan Semiconductor Manufacturing Company Limited2.71%$57.04M
YAGEO CORPORATION2.57%$54.13M
Samsung Electronics Co., Ltd.2.43%$51.29M
State Bank of India2.42%$51.07M
HDFC BANK LIMITED2.25%$47.41M
Showing 10 of 87Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 27.80% of net assets, top 25 53.54%, across 77 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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