Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return-5.04-5.723.4931.06-1.60
    Category Average-5.46-5.234.7026.32-0.33
    Assets for Each Yr*7.699.369.3213.9014.10
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.60 6.58 7.53

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $14,101 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.8 99.73 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services -5.50 0.02
    Flowserve Corp* Industrials 13.20 0.02
    Oracle Corp* Technology -1.42 0.02
    Advance Auto Parts Inc* Consumer Cyclical 4.14 0.02
    Microsoft Corp* Technology 11.55 0.02
    Halliburton Co* Energy 6.69 0.02
    Eli Lilly and Co* Healthcare -5.73 0.02
    Sabre Corp* Technology -0.39 0.02
    Wells Fargo & Co* Financial Services -12.72 0.01
    Signet Jewelers Ltd* Consumer Cyclical -31.11 0.01
    Qualcomm Inc* Technology -18.76 0.01
    Viacom Inc B* Consumer Cyclical 0.16 0.01
    VeriFone Systems Inc* Industrials 28.57 0.01
    Mondelez International Inc Class* Consumer Defensive -5.77 0.01
    FirstEnergy Corp* Utilities 13.65 0.01
    UnitedHealth Group Inc* Healthcare 6.96 0.01
    SM Energy Co* Energy 0.36 0.01
    PDC Energy Inc* Energy 9.45 0.01
    Bank of America Corporation* Financial Services 2.91 0.01
    Andeavor* Energy 3.03 0.00

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 10.10
    Causeway Emerging Ma Arjun Jayaraman 8.80
    Causeway Global Valu James A. Doyle 7.40
    Causeway Internation James A. Doyle 6.70
    Causeway Global Abso James A. Doyle 6.10

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 3.50
    Causeway Global Abso James A. Doyle 6.10
    Causeway Internation James A. Doyle 6.70
    Causeway Global Valu James A. Doyle 7.40
    Causeway Emerging Ma Arjun Jayaraman 8.80