Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-5.723.4931.06-18.0710.22
    Category Average-5.234.7026.32-15.459.11
    Assets for Each Yr*9.369.3213.9011.4612.40
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 10.22 10.31 1.62

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,401 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.0 99.60 1.17 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services 24.38 0.02
    Oracle Corp* Technology 17.01 0.02
    Mondelez International Inc Class* Consumer Defensive 20.36 0.01
    Leidos Holdings Inc* Technology 20.60 0.01
    FirstEnergy Corp* Utilities 9.11 0.01
    Alaska Air Group Inc* Industrials -8.73 0.01
    Wells Fargo & Co* Financial Services 10.35 0.01
    Microsoft Corp* Technology 16.16 0.01
    Bank of America Corporation* Financial Services 16.84 0.01
    FedEx Corp* Industrials 8.92 0.00

    Longest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 9.80
    Causeway Emerging Ma Arjun Jayaraman 9.70
    Causeway Global Valu James A. Doyle 7.40
    Causeway Internation James A. Doyle 7.00
    Causeway Global Abso James A. Doyle 6.40

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 4.40
    Causeway Global Abso James A. Doyle 6.40
    Causeway Internation James A. Doyle 7.00
    Causeway Global Valu James A. Doyle 7.40
    Causeway Emerging Ma Arjun Jayaraman 9.70