Causeway Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-5.723.4931.06-18.07--
    Category Average-5.234.7026.32-15.455.53
    Assets for Each Yr*9.369.3213.9011.4611.46
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -18.07 3.58 -0.10

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,458 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.2 99.64 1.17 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services 21.24 0.02
    Halliburton Co* Energy 21.33 0.02
    Wells Fargo & Co* Financial Services 8.53 0.01
    Signet Jewelers Ltd* Consumer Cyclical -20.02 0.01
    Qualcomm Inc* Technology -2.88 0.01
    Microsoft Corp* Technology 6.05 0.01
    Advance Auto Parts Inc* Consumer Cyclical 6.45 0.01
    Viacom Inc B* Consumer Cyclical 17.04 0.01
    Mondelez International Inc Class* Consumer Defensive 8.32 0.01
    Flowserve Corp* Industrials 13.86 0.01
    FirstEnergy Corp* Utilities 3.52 0.01
    Alaska Air Group Inc* Industrials 6.59 0.01
    Marathon Petroleum Corp* Energy 12.00 0.01
    Synnex Corp* Industrials 13.77 0.01
    Bank of America Corporation* Financial Services 18.91 0.01
    Zimmer Biomet Holdings Inc* Healthcare 1.56 0.01
    FedEx Corp* Industrials 9.66 0.00
    RPC Inc* Energy 16.92 0.00
    Eli Lilly and Co* Healthcare 0.75 0.00
    Dominion Energy Inc* Utilities -3.76 0.00

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 10.80
    Causeway Emerging Ma Arjun Jayaraman 9.50
    Causeway Global Valu James A. Doyle 8.10
    Causeway Internation James A. Doyle 7.40
    Causeway Global Abso James A. Doyle 6.80

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 4.20
    Causeway Global Abso James A. Doyle 6.80
    Causeway Internation James A. Doyle 7.40
    Causeway Global Valu James A. Doyle 8.10
    Causeway Emerging Ma Arjun Jayaraman 9.50