Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return-5.04-5.723.4931.06-4.18
    Category Average-5.46-5.234.7026.32-2.89
    Assets for Each Yr*7.699.369.3213.9013.88
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family -4.18 5.45 5.29

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $13,877 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
    08-17-18

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services -4.91 0.02
    Bank of America Corporation* Financial Services 4.95 0.02
    Flowserve Corp* Industrials 23.24 0.02
    FirstEnergy Corp* Utilities 25.34 0.02
    Microsoft Corp* Technology 27.24 0.02
    Halliburton Co* Energy -17.47 0.02
    Sabre Corp* Technology 24.10 0.02
    Advance Auto Parts Inc* Consumer Cyclical 60.34 0.02
    Wells Fargo & Co* Financial Services -0.99 0.01
    Qualcomm Inc* Technology 5.05 0.01
    Dominion Energy Inc* Utilities -9.43 0.01
    Viacom Inc B* Consumer Cyclical 1.01 0.01
    Zimmer Biomet Holdings Inc* Healthcare 3.04 0.01
    SM Energy Co* Energy 24.28 0.01
    PDC Energy Inc* Energy 0.02 0.00
    Leidos Holdings Inc* Technology 12.06 0.00
    Andeavor* Energy 27.71 0.00

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 10.40
    Causeway Emerging Ma Arjun Jayaraman 9.10
    Causeway Global Valu James A. Doyle 7.70
    Causeway Internation James A. Doyle 7.00
    Causeway Global Abso James A. Doyle 6.40

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 3.80
    Causeway Global Abso James A. Doyle 6.40
    Causeway Internation James A. Doyle 7.00
    Causeway Global Valu James A. Doyle 7.70
    Causeway Emerging Ma Arjun Jayaraman 9.10