Causeway Emerging Markets Investor
Los Angeles CA 90025
11111 Santa Monica Blvd, Suite 1500
Causeway Capital Management Trust
管理資訊
,自 2021年1月27日 起的牽頭經辦人
Mr. Myers is a quantitative portfolio manager at Causeway. He joined the firm in June 2013 and has been a portfolio manager since January 2021. His responsibilities include alpha research, stock selection, and portfolio construction. From 2010 to 2012, Mr. Myers served as chief investment officer of Iron Castle Asset Management, an investment partnership focused on mid-cap U.S. equities. From 2007 to 2008, Mr. Myers worked as an analyst at Canyon Partners, where he covered the cable, media, telecom and satellite sectors. From 2005 to 2007, Mr. Myers was an associate for Oaktree Capital Management in the distressed opportunities group. Mr. Myers began his professional career in 2003 as an investment banking analyst at Goldman Sachs in the technology, media and telecom group. Mr. Myers earned a BA, magna cum laude, in economics from Harvard University, where he was elected to Phi Beta Kappa. He earned an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller Scholar. Mr. Myers currently serves on the Board of Trustees of the Yosemite Conservancy, an organization dedicated to supporting projects and programs that preserve Yosemite National Park and enrich the visitor experience.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Diversified Emerging Mkts
基金家族Causeway
淨資產1.66B
本年度至今日回報10.02%
收益率4.13%
晨星評級★★★
成立日期2007年3月28日
基金運作
上次股息0.45
上次資本增益-12.00
持股週轉率93.00%
組別平均無
費用與支出
支出CEMVX類別平均
年報支出比率 (淨值)1.36%1.23%
招股書淨支出比率1.36%無
招股書總支出比率1.41%無
最高 12b1 費用無無
最高首次認購費無5.18%
最高遞延銷售費用無1.16%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
