Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return-5.04-5.723.4931.06-6.82
    Category Average-5.46-5.234.7026.32-5.76
    Assets for Each Yr*7.699.369.3213.9013.64
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family -6.82 6.88 5.06

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $13,637 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.8 99.71 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services 0.54 0.03
    Bank of America Corporation* Financial Services 6.33 0.02
    Oracle Corp* Technology 5.75 0.02
    Microsoft Corp* Technology 32.06 0.02
    FirstEnergy Corp* Utilities 23.71 0.02
    Wells Fargo & Co* Financial Services -6.99 0.01
    UnitedHealth Group Inc* Healthcare 21.51 0.01
    Qualcomm Inc* Technology 18.51 0.01
    Leidos Holdings Inc* Technology 7.48 0.00

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 10.50
    Causeway Emerging Ma Arjun Jayaraman 9.20
    Causeway Global Valu James A. Doyle 7.80
    Causeway Internation James A. Doyle 7.10
    Causeway Global Abso James A. Doyle 6.50

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 3.90
    Causeway Global Abso James A. Doyle 6.50
    Causeway Internation James A. Doyle 7.10
    Causeway Global Valu James A. Doyle 7.80
    Causeway Emerging Ma Arjun Jayaraman 9.20