Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return-5.04-5.723.4931.08--
    Category Average-5.46-5.234.7026.323.85
    Assets for Each Yr*7.699.369.3213.9013.90
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 31.08 8.55 8.15

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $13,900 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.8 99.69 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services 3.27 0.04
    Oracle Corp* Technology 5.12 0.03
    Eli Lilly and Co* Healthcare 2.98 0.03
    Microsoft Corp* Technology 4.75 0.03
    Halliburton Co* Energy 8.74 0.02
    Advance Auto Parts Inc* Consumer Cyclical 16.30 0.02
    Qualcomm Inc* Technology 2.12 0.02
    Signet Jewelers Ltd* Consumer Cyclical 0.69 0.02
    Flowserve Corp* Industrials 4.89 0.02
    VeriFone Systems Inc* Industrials 3.61 0.02
    UnitedHealth Group Inc* Healthcare 3.71 0.02
    SM Energy Co* Energy 21.56 0.02
    CSRA Inc* Technology 7.55 0.02
    PDC Energy Inc* Energy 7.97 0.02
    Bank of America Corporation* Financial Services 5.66 0.01
    Arch Coal Inc* Basic Materials 3.94 0.01
    Viacom Inc B* Consumer Cyclical 9.57 0.01
    Sabre Corp* Technology 0.15 0.01

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 9.80
    Causeway Emerging Ma Arjun Jayaraman 8.50
    Causeway Global Valu James A. Doyle 7.10
    Causeway Internation James A. Doyle 6.40
    Causeway Global Abso James A. Doyle 5.80

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 3.20
    Causeway Global Abso James A. Doyle 5.80
    Causeway Internation James A. Doyle 6.40
    Causeway Global Valu James A. Doyle 7.10
    Causeway Emerging Ma Arjun Jayaraman 8.50