Causeway Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return -5.0 -5.7 3.5 31.1 -6.3
Category Average -5.5 -5.2 4.7 26.3 -5.4
Assets for Each Yr* 7.7 9.4 9.3 13.9 13.6
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family -6.28 8.90 3.80

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
13,603 $5,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock 4.0 99.70 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 18.5
Stocks 80.6
Bonds 0.0
Other 0.9
Annual Turnover % 41
% Assets in Top 10 0.1
 
Sector Breakdown (% of stocks) 
Sensitive 42.6
Communication Services 7.6
Energy 9.2
Industrials 11.6
Technology 14.1
Cyclical 42.2
Basic Materials 10.9
Consumer Cyclical 8.5
Financial Services 21.8
Real Estate 1.0
Defensive 15.2
Consumer Defensives 4.5
Healthcare 8.3
Utilities 2.4

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-17-18

  Sector YTD Return % % Net Assets  
  Citigroup Inc* Financial Services -6.64 0.02
  Sabre Corp* Technology 14.24 0.02
  Qualcomm Inc* Technology 3.26 0.01
  Mondelez International Inc Class A* Consumer Defensive -2.11 0.01
  Microsoft Corp* Technology 25.30 0.01
  Eli Lilly and Co* Healthcare 29.76 0.01
  Bank of America Corporation* Financial Services -2.61 0.01
  Wells Fargo & Co* Financial Services -13.22 0.01
  UnitedHealth Group Inc* Healthcare 17.79 0.00
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Longest Manager Tenure | More
10-17-18

Fund Name Manager Name Average Manager Tenure
Causeway International Value Instl James A. Doyle 11
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 7

Shortest Manager Tenure | More
10-17-18

Fund Name Manager Name Average Manager Tenure
Causeway International Small Cap Instl Joe Gubler 4
Causeway Global Absolute Return Instl James A. Doyle 7
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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