Moerus Worldwide Value Institutional
Omaha, NE 68154
17605 Wright Street
Northern Lights Fund Trust IV
(402) 895-1600
管理資訊
,自 2016年5月30日 起的牽頭經辦人
Mr. Wadhwaney is the Chief Investment Officer, portfolio manager and founding partner of Moerus Capital Management LLC. he has many years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets worldwide, and has managed global investment portfolios since 1996. Prior to founding Moerus, Mr. Wadhwaney was a Portfolio Manager and Partner at Third Avenue Management LLC where he founded the international business at the firm, and was the portfolio manager for several Third Avenue mutual funds. Mr. Wadhwaney also served as portfolio manager and/or research analyst to several other mutual funds managed by various advisers. Mr. Wadhwaney holds an M.B.A. in Finance from The University of Chicago (1982 through 1983). He also holds a B.A. with honors and an M.A. in Economics from Concordia University in Montreal, Canada (1977 through 1980). At Concordia, he was awarded the Sun Life Prize and the Concordia University Fellow in Economics, and he subsequently taught economics classes there. He also holds B.S. degrees in Chemical Engineering and Mathematics from the University of Minnesota (1970 through 1974).
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Foreign Small/Mid Value
基金家族Moerus Funds
淨資產86.04M
本年度至今日回報12.47%
收益率4.43%
晨星評級★★★★
成立日期2016年5月30日
基金運作
上次股息0.73
上次資本增益4.00
持股週轉率34.00%
組別平均無
費用與支出
支出MOWIX類別平均
年報支出比率 (淨值)1.51%0.97%
招股書淨支出比率1.51%無
招股書總支出比率1.97%無
最高 12b1 費用無無
最高首次認購費無5.75%
最高遞延銷售費用無1.00%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
