EMMYCorgi Emerging Markets Equities
Seeks to match the price return of the iShares MSCI Emerging Markets ETF, up to a cap, while buffering the first 15% of losses over a one-year outcome period.
By Corgi Funds · Launched 2026
0.30%
#1,478 of 5,584 · low cost
$5M
#5,071 of 5,584 · small
N/A
1 month
#5,457 of 5,584 · young
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
Emerging marketsStrategy
Structured outcome
Index tracked
MSCI Emerging Markets Index
What it actually holds
By weightConcentration
Top 1 holdings = 1.0% of fund✓ well diversified
Asset allocation
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsWorst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to match the price return of the iShares MSCI Emerging Markets ETF, up to a cap, while buffering the first 15% of losses over a one-year outcome period.
- Strategy
- Actively managed, the fund buys and sells FLEX Options referencing the iShares MSCI Emerging Markets ETF to engineer a defined-outcome payoff. The structure provides a buffer against the first 15% of Underlying ETF losses in exchange for a capped upside, measured over an approximately one-year outcome period beginning each May. Investors who buy after the period starts or sell before it ends may receive very different results.
- Inception date
- May 5, 2026
- Fund family
- Corgi Funds
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
You can build this cheaper yourself
Defined-outcome funds cap your gains (often 8% to 20%) in exchange for cushioning losses by 9% to 30%, priced with options. The fee runs about 0.70% or more, against 0.03% to 0.10% for a plain index fund. For most investors, a simple stock-and-bond mix gives similar protection for far less.
Sources: Morningstar, 'Buffer Funds Are on the Rise, but They May Not Make Sense for Most Investors' (2025)
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-06-23