Causeway Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 21.8 -5.0 -5.7 3.5 27.7
Category Average 19.0 -5.5 -5.2 4.7 23.4
Assets for Each Yr* 5.4 7.7 9.4 9.3 13.4
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 27.71 6.21 8.38

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
13,434 $5,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock 3.8 99.66 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 77.0
Bonds 0.0
Other 5.5
Annual Turnover % 39
% Assets in Top 10 0.3
 
Sector Breakdown (% of stocks) 
Sensitive 49.0
Communication Services 7.9
Energy 10.5
Industrials 15.1
Technology 15.5
Cyclical 36.2
Basic Materials 7.9
Consumer Cyclical 6.8
Financial Services 19.8
Real Estate 1.7
Defensive 14.8
Consumer Defensives 5.3
Healthcare 6.3
Utilities 3.3

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-08-17

  Sector YTD Return % % Net Assets  
  Citigroup Inc* Financial Services 29.01 0.04
  Oracle Corp* Technology 30.87 0.03
  Eli Lilly and Co* Healthcare 20.37 0.03
  Microsoft Corp* Technology 37.99 0.03
  Halliburton Co* Energy -17.34 0.02
  Advance Auto Parts Inc* Consumer Cyclical -40.58 0.02
  Qualcomm Inc* Technology 1.96 0.02
  Signet Jewelers Ltd* Consumer Cyclical -42.28 0.02
  Flowserve Corp Industrials -11.13 0.02
  VeriFone Systems Inc* Industrials 1.80 0.02
  UnitedHealth Group Inc* Healthcare 41.71 0.02
  SM Energy Co Energy -36.43 0.02
  CSRA Inc* Technology -7.22 0.02
  PDC Energy Inc Energy -38.73 0.02
  Bank of America Corporation* Financial Services 33.21 0.01
  Arch Coal Inc Basic Materials 10.17 0.01
  Viacom Inc B* Consumer Cyclical -14.84 0.01
  Sabre Corp* Technology -20.96 0.01
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Longest Manager Tenure | More
12-08-17

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
12-08-17

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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