Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return21.80-5.04-5.723.4914.66
    Category Average19.02-5.46-5.234.7013.70
    Assets for Each Yr*5.437.699.369.3211.01
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 14.66 1.14 9.81

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,005 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.9 99.43 1.22 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-27-17

      Sector YTD Return % % Net Assets  
    ArcelorMittal SA* Basic Materials 202.16 0.65
    Citigroup Inc* Financial Services 8.62 0.07
    Oracle Corp* Technology 32.87 0.05
    Microsoft Corp* Technology 12.63 0.05
    Eli Lilly and Co* Healthcare 14.32 0.04
    Qualcomm Inc* Technology -13.30 0.04
    UnitedHealth Group Inc* Healthcare 16.21 0.04
    PDC Energy Inc* Energy -43.35 0.04
    SM Energy Co* Energy -55.19 0.03
    CSRA Inc* Technology -0.50 0.03
    Signet Jewelers Ltd* Consumer Cyclical -32.56 0.03
    Advance Auto Parts Inc* Consumer Cyclical -27.81 0.03
    VeriFone Systems Inc* Industrials -0.23 0.03
    Halliburton Co* Energy -22.56 0.02
    PVH Corp* Consumer Cyclical 24.73 0.02
    Bank of America Corporation* Financial Services 5.97 0.02
    Carnival Corp* Consumer Cyclical 26.39 0.01
    Flowserve Corp* Industrials -4.91 0.01
    Bakkafrost P/F* Consumer Defensive 0.14 0.00

    Longest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 9.30
    Causeway Emerging Ma Arjun Jayaraman 8.00
    Causeway Global Valu James A. Doyle 6.60
    Causeway Internation James A. Doyle 5.80
    Causeway Global Abso James A. Doyle 5.30

    Shortest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 2.70
    Causeway Global Abso James A. Doyle 5.30
    Causeway Internation James A. Doyle 5.80
    Causeway Global Valu James A. Doyle 6.60
    Causeway Emerging Ma Arjun Jayaraman 8.00