Causeway Mutual Fund Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return -5.0 -5.7 3.5 31.1 -6.7
Category Average -5.5 -5.2 4.7 26.3 -5.2
Assets for Each Yr* 7.7 9.4 9.3 13.9 13.5
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family -6.65 4.49 6.02

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
13,548 $5,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock 3.8 99.72 1.21 Average
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash 18.9
Stocks 80.6
Bonds 0.0
Other 0.6
Annual Turnover % 41
% Assets in Top 10 0.1
 
Sector Breakdown (% of stocks) 
Sensitive 42.8
Communication Services 7.3
Energy 8.6
Industrials 12.7
Technology 14.1
Cyclical 41.6
Basic Materials 10.7
Consumer Cyclical 8.0
Financial Services 21.6
Real Estate 1.3
Defensive 15.7
Consumer Defensives 4.7
Healthcare 8.3
Utilities 2.7

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-19-18

  Sector YTD Return % % Net Assets  
  Microsoft Corp* Technology 23.03 0.02
  FirstEnergy Corp* Utilities 18.75 0.02
  Eli Lilly and Co* Healthcare 7.22 0.02
  Citigroup Inc* Financial Services -6.42 0.02
  Zimmer Biomet Holdings Inc* Healthcare -6.59 0.01
  Wells Fargo & Co* Financial Services -5.87 0.01
  UnitedHealth Group Inc* Healthcare 15.48 0.01
  Signet Jewelers Ltd Consumer Cyclical 8.47 0.01
  SM Energy Co Energy 20.38 0.01
  Qualcomm Inc* Technology -5.50 0.01
  Bank of America Corporation* Financial Services 1.32 0.01
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Longest Manager Tenure | More
07-19-18

Fund Name Manager Name Average Manager Tenure
Causeway International Value Instl James A. Doyle 10
Causeway Emerging Markets Instl Arjun Jayaraman 9
Causeway Global Value Inst James A. Doyle 8
Causeway International Opps Inst James A. Doyle 7
Causeway Global Absolute Return Instl James A. Doyle 6

Shortest Manager Tenure | More
07-19-18

Fund Name Manager Name Average Manager Tenure
Causeway International Small Cap Instl Joe Gubler 4
Causeway Global Absolute Return Instl James A. Doyle 6
Causeway International Opps Inst James A. Doyle 7
Causeway Global Value Inst James A. Doyle 8
Causeway Emerging Markets Instl Arjun Jayaraman 9
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