Causeway Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return-5.723.4931.06-18.077.82
    Category Average-5.234.7026.32-15.457.79
    Assets for Each Yr*9.369.3213.9011.4612.39
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.82 8.66 2.32

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,391 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.3 99.58 1.17 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    Halliburton Co* Energy 19.26 0.02
    Citigroup Inc* Financial Services 24.53 0.02
    Sabre Corp* Technology 3.74 0.02
    Oracle Corp* Technology 15.64 0.02
    Wells Fargo & Co* Financial Services 8.14 0.01
    Leidos Holdings Inc* Technology 18.19 0.01
    Bank of America Corporation* Financial Services 18.22 0.01
    Alaska Air Group Inc* Industrials 6.67 0.01
    Advance Auto Parts Inc* Consumer Cyclical 6.15 0.01
    FirstEnergy Corp* Utilities 6.47 0.01
    FedEx Corp* Industrials 11.73 0.00
    Eli Lilly and Co* Healthcare 6.10 0.00

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 9.70
    Causeway Emerging Ma Arjun Jayaraman 9.60
    Causeway Global Valu James A. Doyle 7.30
    Causeway Internation James A. Doyle 6.90
    Causeway Global Abso James A. Doyle 6.30

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 4.30
    Causeway Global Abso James A. Doyle 6.30
    Causeway Internation James A. Doyle 6.90
    Causeway Global Valu James A. Doyle 7.30
    Causeway Emerging Ma Arjun Jayaraman 9.60