4 / 5 Stars
5 5 1 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#56 in Diversified Emerging Mkts
U.S. News evaluated 202 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -6.55 percent over the past year, 0.29 percent over the past three years, and 21.72 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-2.6%|
|3 Years (Annualized)||0.3%|
|5 Years (Annualized)||21.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its total assets in equity securities of companies located in emerging (less developed) markets and other investments that are tied economically to emerging markets. For these purposes, the Investment Adviser considers eligible investments generally to include common stock, American Depositary Receipts, European Depositary Receipts, Global Depositary Receipts and exchange-traded funds ("ETFs"). It may invest in the aggregate up to 10% of total fund assets in emerging markets not included in the MSCI EM Index.
Fees are Low compared to funds in the same category.
Causeway Emerging Markets Fund has an expense ratio of 1.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.