Causeway Emerging Markets Fund Quote
CEMIX Fund | USD 10.52 0.01 0.1% |
Performance11 of 100
| Odds Of DistressLess than 37
|
Causeway Emerging is trading at 10.52 as of the 28th of March 2024; that is -0.1 percent decrease since the beginning of the trading day. The fund's open price was 10.53. Causeway Emerging has about a 37 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Causeway Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund normally invests at least 80 percent of its total assets in equity securities of companies in emerging markets and other investments that are tied economically to emerging markets. Generally these investments include common stock, preferred and preference stock, depositary receipts, participation notes, warrants or other equity-linked notes, and exchange-traded funds that invest in emerging markets. More on Causeway Emerging Markets
Moving together with Causeway Mutual Fund
0.94 | CVISX | Causeway International | PairCorr |
1.0 | CEMVX | Causeway Emerging Markets | PairCorr |
0.83 | CGVVX | Causeway Global Value | PairCorr |
0.94 | CIISX | Causeway International | PairCorr |
0.9 | CIOIX | Causeway International | PairCorr |
0.86 | CIOVX | Causeway International | PairCorr |
Causeway Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Causeway Emerging's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Causeway Emerging or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Causeway Funds, Large Value Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Causeway (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 27th of January 2023 |
Fiscal Year End | September |
Causeway Emerging Markets [CEMIX] is traded in USA and was established 28th of March 2024. Causeway Emerging is listed under Causeway category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Causeway family. This fund currently has accumulated 1.26 B in assets under management (AUM) with minimum initial investment of 1000 K. Causeway Emerging Markets is currently producing year-to-date (YTD) return of 7.33% with the current yeild of 0.05%, while the total return for the last 3 years was -3.32%.
Check Causeway Emerging Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Causeway Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Causeway Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Causeway Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Causeway Emerging Markets Mutual Fund Constituents
AGPXX | Invesco Short Term Investments | Money Market Fund | US Money Market Fund |
BABA | Alibaba Group Holding | Stock | Consumer Discretionary |
BACHF | Bank Of China | Pink Sheet | Banks—Diversified |
BIDU | Baidu Inc | Stock | Communication Services |
CICHF | China Construction Bank | Pink Sheet | Banks—Diversified |
JD | JD Inc Adr | Stock | Consumer Discretionary |
SNPMF | China Petroleum Chemical | Pink Sheet | Oil & Gas Integrated |
Causeway Emerging Target Price Odds Analysis
Based on a normal probability distribution, the odds of Causeway Emerging jumping above the current price in 90 days from now is about 12.96%. The Causeway Emerging Markets probability density function shows the probability of Causeway Emerging mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Causeway Emerging has a beta of 0.7417 suggesting as returns on the market go up, Causeway Emerging average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Causeway Emerging Markets will be expected to be much smaller as well. Additionally, causeway Emerging Markets has an alpha of 0.0378, implying that it can generate a 0.0378 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Causeway Emerging to move above the current price in 90 days from now is about 12.96 (This Causeway Emerging Markets probability density function shows the probability of Causeway Mutual Fund to fall within a particular range of prices over 90 days) .
Causeway Emerging Markets Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Causeway Emerging market risk premium is the additional return an investor will receive from holding Causeway Emerging long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Causeway Emerging. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Causeway Emerging's alpha and beta are two of the key measurements used to evaluate Causeway Emerging's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.6316 | |||
Semi Deviation | 0.5212 | |||
Standard Deviation | 0.7584 | |||
Variance | 0.5752 |
Causeway Emerging Against Markets
Picking the right benchmark for Causeway Emerging mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Causeway Emerging mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Causeway Emerging is critical whether you are bullish or bearish towards Causeway Emerging Markets at a given time. Please also check how Causeway Emerging's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Causeway Emerging without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Causeway Mutual Fund?
Before investing in Causeway Emerging, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Causeway Emerging. To buy Causeway Emerging fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Causeway Emerging. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Causeway Emerging fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Causeway Emerging Markets fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Causeway Emerging Markets fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Causeway Emerging Markets, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Causeway Emerging Markets?
The danger of trading Causeway Emerging Markets is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Causeway Emerging is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Causeway Emerging. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Causeway Emerging Markets is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Causeway Emerging Markets. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Complementary Tools for Causeway Mutual Fund analysis
When running Causeway Emerging's price analysis, check to measure Causeway Emerging's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Causeway Emerging is operating at the current time. Most of Causeway Emerging's value examination focuses on studying past and present price action to predict the probability of Causeway Emerging's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Causeway Emerging's price. Additionally, you may evaluate how the addition of Causeway Emerging to your portfolios can decrease your overall portfolio volatility.
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