Causeway Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 21.8 -5.0 -5.7 3.5 23.8
Category Average 19.0 -5.5 -5.2 4.7 21.0
Assets for Each Yr* 5.4 7.7 9.4 9.3 12.9
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 23.75 4.83 8.25

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
12,947 $5,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock 3.9 99.64 1.22 Average
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash 17.5
Stocks 81.0
Bonds 0.0
Other 1.5
Annual Turnover % 39
% Assets in Top 10 0.3
 
Sector Breakdown (% of stocks) 
Sensitive 46.4
Communication Services 7.4
Energy 9.8
Industrials 14.1
Technology 15.1
Cyclical 38.1
Basic Materials 7.9
Consumer Cyclical 9.4
Financial Services 19.2
Real Estate 1.6
Defensive 15.5
Consumer Defensives 5.0
Healthcare 7.5
Utilities 3.1

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-19-17

  Sector YTD Return % % Net Assets  
  Citigroup Inc* Financial Services 23.71 0.04
  Oracle Corp* Technology 30.22 0.03
  Eli Lilly and Co* Healthcare 19.54 0.03
  Microsoft Corp* Technology 27.26 0.03
  Halliburton Co* Energy -18.73 0.02
  Advance Auto Parts Inc* Consumer Cyclical -48.50 0.02
  Qualcomm Inc* Technology -17.24 0.02
  Signet Jewelers Ltd* Consumer Cyclical -32.33 0.02
  Flowserve Corp Industrials -6.22 0.02
  VeriFone Systems Inc* Industrials 12.80 0.02
  UnitedHealth Group Inc* Healthcare 28.33 0.02
  SM Energy Co Energy -46.81 0.02
  CSRA Inc* Technology -0.91 0.02
  PDC Energy Inc Energy -34.89 0.02
  Bank of America Corporation* Financial Services 21.49 0.01
  Arch Coal Inc Basic Materials -3.00 0.01
  Viacom Inc B* Consumer Cyclical -22.71 0.01
  Sabre Corp* Technology -24.45 0.01
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Longest Manager Tenure | More
10-19-17

Fund Name Manager Name Average Manager Tenure
Causeway International Value Instl James A. Doyle 10
Causeway Emerging Markets Instl Arjun Jayaraman 8
Causeway Global Value Inst James A. Doyle 7
Causeway International Opps Inst James A. Doyle 6
Causeway Global Absolute Return Instl James A. Doyle 6

Shortest Manager Tenure | More
10-19-17

Fund Name Manager Name Average Manager Tenure
Causeway International Small Cap Instl Joe Gubler 3
Causeway Global Absolute Return Instl James A. Doyle 6
Causeway International Opps Inst James A. Doyle 6
Causeway Global Value Inst James A. Doyle 7
Causeway Emerging Markets Instl Arjun Jayaraman 8
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