The EMGF issuer, managed by BlackRock-advised Funds, endeavors to mirror the performance of the STOXX Emerging Markets Equity Factor Index. This index employs a meticulously crafted optimization process to enhance exposure to five key factors: momentum, quality, value, low volatility, and size. By leveraging signals such as price momentum, earnings quality, and carbon emissions intensity, the index aims to select and weight large- and mid-capitalization equity securities from emerging markets. With constraints in place to manage industry and country exposures, alongside limits on security weights, the index seeks to maintain risk levels akin to its Parent Index. As of August 31, 2023, the Underlying Index comprised approximately 588 constituents from various emerging market countries and regions, including Brazil, China, India, and South Korea. The Fund employs an indexing strategy, emphasizing representative sampling to mimic the investment profile of the Underlying Index while aiming to mitigate the risks associated with active management. With at least 80% of assets invested in Underlying Index securities, supplemented by select derivatives and cash equivalents, the Fund strives to track the index's performance before fees and expenses. Additionally, the Fund may lend securities to enhance returns while adhering to industry concentration policies akin to those of the Underlying Index.
EMGF Dividend, a constituent of the BlackRock-advised Funds, operates with a core focus on delivering consistent returns to investors through dividend-oriented strategies. Aligned with the objectives of the STOXX Emerging Markets Equity Factor Index, EMGF Dividend aims to track the performance of dividend-yielding securities within emerging markets. Leveraging a systematic approach, the fund selects and weights large- and mid-capitalization equity securities from the Parent Index, with an emphasis on companies demonstrating strong dividend profiles. By utilizing signals such as dividend yield, earnings quality, and cash flow stability, EMGF Dividend seeks to provide investors with exposure to high-quality dividend-paying companies while maintaining risk levels in line with its benchmark index. Through a disciplined investment approach and adherence to industry concentration policies, EMGF Dividend endeavors to deliver attractive risk-adjusted returns to investors seeking income from emerging market equities.
EMGF Tracking, a constituent of the BlackRock-advised Funds, is dedicated to closely mirroring the performance of the STOXX Emerging Markets Equity Factor Index. Employing a meticulous tracking strategy, EMGF Tracking utilizes a representative sampling approach to invest in a diversified portfolio of securities that collectively replicate the investment profile of the Underlying Index. By focusing on large- and mid-capitalization equity securities from emerging markets, the fund aims to capture the performance of the index's key factors, including momentum, quality, value, low volatility, and size. Through disciplined portfolio construction and ongoing rebalancing, EMGF Tracking seeks to minimize tracking error and maintain alignment with the index's risk and return characteristics. With a commitment to transparency and cost-effectiveness, EMGF Tracking provides investors with an efficient vehicle to gain exposure to emerging market equities while seeking to deliver returns in line with its benchmark index before fees and expenses.
EMGF Correlation, a component of the BlackRock-advised Funds, is designed to closely correlate with the performance of the STOXX Emerging Markets Equity Factor Index. Employing sophisticated statistical methodologies, EMGF Correlation aims to replicate the index's return patterns with a high degree of accuracy. By investing in a diversified portfolio of securities selected from the Parent Index, the fund seeks to mirror the performance of large- and mid-capitalization companies within emerging markets while adhering to the index's sector and country exposure constraints. Through meticulous portfolio construction and periodic rebalancing, EMGF Correlation strives to minimize deviations from the index's return trajectory, thereby providing investors with a reliable tool for gaining exposure to emerging market equities with minimal tracking error. With a focus on transparency and risk management, EMGF Correlation offers investors a cost-effective means of accessing the potential returns of the underlying index.
EMGF Sector, a constituent of the BlackRock-advised Funds, is tailored to mirror the sector-specific performance within the STOXX Emerging Markets Equity Factor Index. With a dedicated focus on sectoral dynamics, EMGF Sector aims to capture the returns of various industries within emerging markets by investing in large- and mid-capitalization equity securities from the Parent Index. Utilizing a systematic approach, the fund selects securities representing different sectors while considering factors such as momentum, quality, value, low volatility, and size. By closely aligning with the sectoral composition of the index and employing a disciplined rebalancing strategy, EMGF Sector seeks to minimize tracking error and provide investors with exposure to the diverse opportunities present across emerging market sectors. With a commitment to transparency and sector-specific risk management, EMGF Sector offers investors a targeted approach to accessing the potential returns of emerging market sectors while mitigating the risks associated with individual stock selection.
EMGF Exposure, a vital component of the BlackRock-advised Funds, is meticulously structured to provide investors with comprehensive exposure to the STOXX Emerging Markets Equity Factor Index. Through a strategic investment approach, EMGF Exposure seeks to capture the broad spectrum of opportunities present across emerging market equities. Leveraging sophisticated optimization techniques, the fund invests in large- and mid-capitalization securities selected from the Parent Index, while prioritizing factors such as momentum, quality, value, low volatility, and size. By maintaining alignment with the index's industry and country exposures, EMGF Exposure aims to replicate the performance of emerging market equities while managing risk effectively. Through continuous monitoring and periodic rebalancing, the fund endeavors to minimize tracking error and offer investors a reliable means of gaining exposure to the diverse and dynamic emerging market landscape. With a focus on transparency and risk management, EMGF Exposure provides investors with a robust vehicle for accessing the potential returns of emerging market equities.
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