
This fund primarily allocates at least 80% of its net assets, including any capital raised through borrowing for investment purposes, to common stocks and other equity instruments of Latin American companies. Up to 20% of its net assets may also be invested in equity securities issued by U.S. and other non-Latin American entities, as well as in various fixed-income securities, which can include high-yield or "junk" bonds rated BB/Ba or lower. A smaller portion, specifically up to 10% of net assets, can be directed towards even more speculative debt instruments rated B or below. The fund operates as a non-diversified portfolio.
Is SLANX's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
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