About CEMIX
Causeway Emerging Markets Fund Class Institutional is a mutual fund designed to provide diversified exposure to companies based in emerging markets. Its primary objective is long-term capital growth, achieved by investing at least 80% of total assets in equity securities of firms located in developing economies, including common stocks, preferred stocks, and various types of depositary receipts. The fund uses a quantitative investment strategy, relying on proprietary models that analyze factors such as valuation, sentiment, technical signals, macroeconomic conditions, currency dynamics, and sector and country aggregates to guide security selection and portfolio construction.
This institutional share class, requiring a $1 million minimum investment, caters primarily to large-scale investors seeking access to the growth potential of emerging markets. The portfolio is broadly diversified, typically holding nearly 190 securities across multiple industries and countries, with substantial allocations to sectors like technology, financial services, and consumer cyclical. Benchmarked against the MSCI Emerging Markets Index, the fund is notable for its data-driven, systematic approach to capturing both value and growth opportunities in less developed global markets. With a gross expense ratio of approximately 1.1%, it positions itself as a strategic vehicle for institutions aiming to enhance diversification and participate in the economic expansion of emerging market regions.
Fund Family Causeway
Category Diversified Emerging Mkts
Performance Rating High
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CEMIX
Share Class Institutional Class
Index MSCI EM (Emerging Markets) TR USD
CEMIX had a total return of 32.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.94%.
