Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-5.723.4931.06-18.073.89
    Category Average-5.234.7026.32-15.455.19
    Assets for Each Yr*9.369.3213.9011.4610.57
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 3.89 5.13 0.13

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,574 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.8 99.59 1.17 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services 30.58 0.02
    RPC Inc* Energy -26.04 0.01
    Microsoft Corp* Technology 31.18 0.01
    FirstEnergy Corp* Utilities 17.47 0.01
    Bank of America Corporation* Financial Services 14.61 0.01
    Zimmer Biomet Holdings Inc* Healthcare 15.73 0.01
    Signet Jewelers Ltd* Consumer Cyclical -37.49 0.00

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 10.00
    Causeway Emerging Ma Arjun Jayaraman 9.90
    Causeway Global Valu James A. Doyle 7.60
    Causeway Internation James A. Doyle 7.20
    Causeway Global Abso James A. Doyle 6.60

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 4.70
    Causeway Global Abso James A. Doyle 6.60
    Causeway Internation James A. Doyle 7.20
    Causeway Global Valu James A. Doyle 7.60
    Causeway Emerging Ma Arjun Jayaraman 9.90