Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return-5.04-5.723.4931.06-1.14
    Category Average-5.46-5.234.7026.320.23
    Assets for Each Yr*7.699.369.3213.9014.32
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -1.14 4.96 6.86

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $14,324 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.8 99.73 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-23-18

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services -4.74 0.02
    Flowserve Corp* Industrials 3.94 0.02
    FirstEnergy Corp* Utilities 12.90 0.02
    Oracle Corp* Technology 0.00 0.02
    Advance Auto Parts Inc* Consumer Cyclical 23.69 0.02
    Microsoft Corp* Technology 16.32 0.02
    Halliburton Co* Energy 8.66 0.02
    Eli Lilly and Co* Healthcare -0.78 0.02
    Sabre Corp* Technology 16.68 0.02
    Wells Fargo & Co* Financial Services -6.12 0.01
    Signet Jewelers Ltd* Consumer Cyclical -25.96 0.01
    Qualcomm Inc* Technology -7.23 0.01
    Viacom Inc B* Consumer Cyclical -11.10 0.01
    VeriFone Systems Inc* Industrials 29.14 0.01
    Mondelez International Inc Class* Consumer Defensive -7.31 0.01
    UnitedHealth Group Inc* Healthcare 11.14 0.01
    SM Energy Co* Energy 20.47 0.01
    PDC Energy Inc* Energy 24.78 0.01
    Bank of America Corporation* Financial Services 3.52 0.01
    Andeavor* Energy 25.94 0.00

    Longest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 10.20
    Causeway Emerging Ma Arjun Jayaraman 8.90
    Causeway Global Valu James A. Doyle 7.50
    Causeway Internation James A. Doyle 6.70
    Causeway Global Abso James A. Doyle 6.20

    Shortest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 3.60
    Causeway Global Abso James A. Doyle 6.20
    Causeway Internation James A. Doyle 6.70
    Causeway Global Valu James A. Doyle 7.50
    Causeway Emerging Ma Arjun Jayaraman 8.90