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CEMVX - Causeway Emerging Markets Investor

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Causeway Emerging Markets Investor (CEMVX)
Expense Ratio: 1.56%
Expected Lifetime Fees: $43,845.32


The Causeway Emerging Markets Investor fund (CEMVX) is a Diversified Emerging Mkts fund started on 03/30/2007 and has $124.40 million in assets under management. The current manager has been running Causeway Emerging Markets Investor since 04/19/2007. The fund is rated by Morningstar. This fund does not charge 12b-1 fees.

MarketRiders Prefers The Following ETF

Vanguard Emerging Markets Stock ETF (VWO)
Expense Ratio: 0.20%
Expected Lifetime Fees: $6,475.12


The Vanguard Emerging Markets Stock ETF (VWO) is an Exchange Traded Fund. It is a "basket" of securities that index the Diversified Emerging Mkts investment strategy and is an alternative to a Diversified Emerging Mkts mutual fund. Fees are very low compared to a comparable mutual fund like Causeway Emerging Markets Investor because computers automatically manage the stocks.



The Following Diversified Emerging Mkts Funds Have Lower Fees Than Causeway Emerging Markets Investor (CEMVX). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
Aberdeen Emerging Markets Instl ABEMX 1.5% 6,300 1.03%
Acadian Emerging Markets Instl AEMGX 49.0% 888 1.29%
American Beacon Emerging Markets Fund Class Y ACEYX 101.0% 117 1.45%
American Beacon Emerging Mkts AMR AAMRX 101.0% 117 1.32%
American Beacon Emerging Mkts Inst AEMFX 101.0% 117 1.35%
American Beacon Emerging Mkts Inst AEMTZ 101.0% 117 1.35%
American Century Emerging Markets Ins AMKIX 71.0% 454 1.52%
American Funds New World A NEWFX 25.0% 17,500 1.02%
American Funds New World F-1 NWFFX 25.0% 17,500 1.02%
American Funds New World F-2 NFFFX 25.0% 17,500 0.76%
American Funds New World R3 RNWCX 25.0% 17,500 1.35%
American Funds New World R4 RNWEX 25.0% 17,500 1.01%
American Funds New World R5 RNWFX 25.0% 17,500 0.71%
American Funds New World R6 RNWGX 25.0% 17,500 0.66%
Artisan Emerging Markets Adv ARTZX 30.9% 738 1.47%
Artisan Emerging Markets Inst APHEX 30.9% 738 1.19%
BlackRock Emerging Mkts Instl MADCX 138.0% 361 1.29%
BNY Mellon Emerging Markets M MEMKX 77.5% 2,100 1.41%
Brandes Institutional Emerging Markets Fund Class I BEMIX 94.7% 164 1.12%
Brandes Institutional Emerging Markets Fund Class S BEMSX 94.7% 164 1.37%
Calamos Evolving World Growth I CNWIX 67.4% 315 1.34%
Causeway Emerging Markets Instl CEMIX 95.0% 124 1.36%
Columbia Emerging Markets Opp R5 REMFX 100.0% 375 1.35%
Delaware Emerging Markets Instl DEMIX 19.0% 1,900 1.53%
DFA Emerging Markets Core Equity I DFCEX 1.0% 7,100 0.67%
DFA Emerging Markets I DFEMX 16.0% 2,400 0.61%
DFA Emerging Markets Small Cap I DEMSX 18.0% 2,300 0.79%
DFA Emerging Markets Social Core Equity DFESX 28.0% 328 0.70%
DFA Emerging Markets Value I DFEVX 5.0% 14,200 0.61%
DFA Emerging Markets Value R2 DFEPX 5.0% 14,200 0.86%
DWS Emerging Markets Equity Fund Class S SEM1Z 179.0% 162 1.55%
DWS Emerging Markets Equity Fund Class S SEMGX 179.0% 162 1.55%
Eaton Vance Parametric Tx-Mgd Em Mkts I EITEX 4.0% 2,500 0.95%
Fidelity Advisor EMEA I FIEMX 53.0% 131 1.26%
Fidelity Advisor Emerging Markets I FIMKX 122.0% 455 1.21%
Fidelity EMEA FEMEX 53.0% 131 1.35%
Fidelity Emerging Markets FEMKX 122.0% 2,800 1.07%
Goldman Sachs BRIC Inst GBRIX 91.0% 403 1.38%
Goldman Sachs Emerging Mkts Equity I GEMIX 121.0% 364 1.42%
Goldman Sachs N-11 Equity Fund Institutional Class GSYIX 73.0% 104 1.40%
Goldman Sachs Struct Emerg Mkt Eq A GERAX 200.0% 272 1.45%
Goldman Sachs Struct Emerg Mkt Eq Intl GERIX 200.0% 272 1.05%
Harding Loevner Emerging Markets Advisor HLEMX 33.0% 1,500 1.49%
Harding Loevner Instl Emerging Markets HLMEX 53.0% 349 1.30%
John Hancock II Emerging Markets Fund Class I JEVIX 11.0% 2,000 1.28%
JPMorgan Emerging Mkts Eq Instl JMIEX 9.0% 2,100 1.42%
Laudus Mondrian Emerging Markets Instl LEMNX 43.0% 144 1.45%
Laudus Mondrian Emerging Markets Select LEMSX 43.0% 144 1.52%
Laudus Mondrian Instl Emerging Mkts LIEMX 27.0% 178 1.27%
Lazard Developing Markets Equity Instl LDMIX 68.0% 321 1.30%
Lazard Emerging Markets Equity Blend Institutional Class EMBIX 62.0% 144 1.35%
Lazard Emerging Markets Equity Instl LZEMX 23.0% 13,900 1.12%
Lazard Emerging Markets Equity Open LZOEX 23.0% 13,900 1.42%
Legg Mason Batterymarch Emerging Mkts I LGEMX 99.0% 552 1.25%
MFS Emerging Markets Equity R4 MEMHX 36.0% 624 1.51%
Morgan Stanley Inst Emerging Mkts I MGEMX 60.0% 1,200 1.25%
Morgan Stanley Inst Emerging Mkts P MMKBX 60.0% 1,200 1.50%
Neuberger Berman Emerging Markets Equity Fund Class A NEMAX 71.0% 157 1.50%
Neuberger Berman Emerging Markets Equity Fund Institutional Class NEMIX 71.0% 157 1.25%
Northern Emerging Markets Equity Index NOEMX 33.2% 1,500 0.30%
Northern Multi-Manager Emerging Mkt Eq NMMEX 46.6% 1,700 1.36%
Oppenheimer Developing Markets A ODM1Z 34.0% 22,900 1.30%
Oppenheimer Developing Markets A ODMAX 34.0% 22,900 1.30%
Oppenheimer Developing Markets Y ODVYX 34.0% 22,900 1.00%
Pear Tree PanAgora Dyn Emerg Mkts Instl QEMAX 56.0% 144 1.51%
PIMCO EM Fdmtl IndexPLUS TR ST Instl PEFIX 774.0% 4,600 1.25%
PIMCO EqS Emerging Markets Fund Administrative Class PEQTX 41.0% 502 1.54%
PIMCO EqS Emerging Markets Fund Institutional Class PEQWX 41.0% 502 1.29%
Pioneer Emerging Markets Y PYEFX 191.0% 314 1.40%
Principal Intl Emerging Markets Inst PIEIX 88.4% 1,400 1.27%
Principal Intl Emerging Markets R5 PEPSX 88.4% 1,400 1.51%
RS Emerging Markets A GBEMX 44.0% 1,600 1.49%
RS Emerging Markets Fund Class Y RSENX 44.0% 1,600 1.32%
Russell Emerging Markets S REMSX 73.0% 1,700 1.54%
Russell Emerging Markets S REMSZ 73.0% 1,700 1.54%
Schroder Emerging Market Equity Adv SEMVX 69.0% 461 1.50%
Schroder Emerging Market Equity Inv SEMNX 69.0% 461 1.25%
Schwab Fundamental Emerg Mkts Idx SFENX 56.0% 293 0.60%
SSgA Emerging Markets Instl SSEMX 50.0% 1,800 1.25%
T. Rowe Price Africa & Middle East TRAMX 65.9% 144 1.50%
T. Rowe Price Emerging Markets Stock PRMSX 18.6% 6,200 1.26%
T. Rowe Price Inst Africa & Middle East TRIAX 97.0% 135 1.25%
T. Rowe Price Instl Emerging Mkts Eq IEMFX 24.3% 821 1.10%
Templeton Developing Markets Adv TDADX 17.0% 2,200 1.42%
Templeton Instl Emerging Markets Ser Adv TEEMX 9.5% 245 1.25%
Touchstone Emerging Markets Equity Class Y TEMYX 18.0% 454 1.45%
Touchstone Emerging Markets Equity Institutional Class TMEIX 18.0% 454 1.30%
Vanguard Emerging Mkts Stock Idx VEIEX 10.0% 59,800 0.33%
Vanguard Emerging Mkts Stock Idx Inst VEMIX 10.0% 59,800 0.13%
Vanguard Emerging Mkts Stock Idx Signal VERSX 10.0% 59,800 0.20%
Virtus Emerging Markets Opportunities I HIEMX 29.0% 3,900 1.42%
Wells Fargo Advantage Emerg Mkts Eq Adm EMGYX 5.0% 2,600 1.54%
Wells Fargo Advantage Emerging Markets Equity Fund Institutional Class EMGNX 5.0% 2,600 1.27%
William Blair Emerging Mkts Growth I WBEIX 104.0% 977 1.38%



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Why Are These Metrics Important?


Turnover
Turnover represents how much of a mutual fund's holdings are changed over the course of a year through buying and selling. Active mutual funds have an average turnover rate of about 85%, meaning that funds are turning over nearly all of their holdings every year. A high turnover means you could make lower returns because: 1) buying and selling stocks costs money through commissions and spreads and 2) the fund will distribute yearly capital gains which increases your taxes. Look for funds with turnover rates below 50%. For comparison, ETF turnover rates average around 10% or lower.

Assets
Generally, smaller funds do better than larger ones. The more assets in a mutual fund, the lower the chance that it will beat its index. Managers outperform an index by choosing stocks that are undervalued. In order to find these undervalued stocks, the manager has to know more than his competitors to develop an "edge." There are only a finite number of stocks a mutual fund manager can reasonably analyze and actively track to gain such a competitive edge. When the fund has more assets, the manager must analyze large companies because he needs to take larger positions. Large companies are more efficiently priced in the market and it becomes increasingly difficult to get an edge.