ARGA

ARGA Parent Rating

Above Average

Overall, ARGA benefits from a strong investment culture, earning it an Above Average Parent Pillar rating.

A source of strength is that the firm has proven adept at retaining portfolio management talent, providing continuity for strategies, as evidenced by low turnover over the past five years compared with others in the industry. The firm stands out in its commitment to investor values by offering an open-end and exchange-traded product lineup at a low cost. On average, the firm charges fees on its funds that are within the second cheapest quintile of its category. Average tenure of eight years among the longest-tenured managers at ARGA is on par with peer firms. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.

ARGA Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

827.43 Mil

Investment Flows (TTM)

211.99 Mil

Asset Growth Rate (TTM)

38.97%

# of Share Classes

4
Morningstar Rating # of Share Classes
1
1
0
0
0
Not Rated 2

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