Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return-5.04-5.723.4931.06-6.65
    Category Average-5.46-5.234.7026.32-5.21
    Assets for Each Yr*7.699.369.3213.9013.55
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family -6.65 4.49 6.02

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $13,548 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.8 99.72 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 24.23 0.02
    Halliburton Co* Energy -6.47 0.02
    FirstEnergy Corp* Utilities 19.40 0.02
    Eli Lilly and Co* Healthcare 7.55 0.02
    Citigroup Inc* Financial Services -9.10 0.02
    Advance Auto Parts Inc* Consumer Cyclical 39.89 0.02
    Oracle Corp* Technology 3.66 0.02
    Mondelez International Inc Class* Consumer Defensive 1.10 0.01
    Wells Fargo & Co* Financial Services -7.47 0.01
    Viacom Inc B* Consumer Cyclical -1.33 0.01
    VeriFone Systems Inc* Industrials 29.08 0.01
    UnitedHealth Group Inc* Healthcare 18.09 0.01
    Signet Jewelers Ltd* Consumer Cyclical 4.01 0.01
    Qualcomm Inc* Technology -6.94 0.01
    Bank of America Corporation* Financial Services -2.47 0.01

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 10.30
    Causeway Emerging Ma Arjun Jayaraman 9.00
    Causeway Global Valu James A. Doyle 7.60
    Causeway Internation James A. Doyle 6.90
    Causeway Global Abso James A. Doyle 6.30

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 3.70
    Causeway Global Abso James A. Doyle 6.30
    Causeway Internation James A. Doyle 6.90
    Causeway Global Valu James A. Doyle 7.60
    Causeway Emerging Ma Arjun Jayaraman 9.00