Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return-5.04-5.723.4931.06-13.65
    Category Average-5.46-5.234.7026.32-12.57
    Assets for Each Yr*7.699.369.3213.9012.38
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -13.65 3.93 1.48

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,381 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.0 99.65 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services -10.87 0.02
    Flowserve Corp* Industrials 15.19 0.02
    FirstEnergy Corp* Utilities 31.03 0.02
    Oracle Corp* Technology 6.32 0.02
    Halliburton Co* Energy -32.86 0.02
    Advance Auto Parts Inc* Consumer Cyclical 85.47 0.02
    Wells Fargo & Co* Financial Services -10.37 0.01
    Qualcomm Inc* Technology -12.57 0.01
    Microsoft Corp* Technology 26.49 0.01
    Leidos Holdings Inc* Technology 1.32 0.01
    Bank of America Corporation* Financial Services -4.64 0.01
    UnitedHealth Group Inc* Healthcare 23.27 0.00

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 10.70
    Causeway Emerging Ma Arjun Jayaraman 9.40
    Causeway Global Valu James A. Doyle 7.90
    Causeway Internation James A. Doyle 7.20
    Causeway Global Abso James A. Doyle 6.60

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 4.10
    Causeway Global Abso James A. Doyle 6.60
    Causeway Internation James A. Doyle 7.20
    Causeway Global Valu James A. Doyle 7.90
    Causeway Emerging Ma Arjun Jayaraman 9.40