Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return---------6.28
    Category Average-5.46-5.234.7026.32-5.44
    Assets for Each Yr*7.699.369.3213.9013.60
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family -6.28 8.90 3.80

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $13,603 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.0 99.70 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services -6.64 0.02
    Sabre Corp* Technology 14.24 0.02
    Qualcomm Inc* Technology 3.26 0.01
    Mondelez International Inc Class* Consumer Defensive -2.11 0.01
    Microsoft Corp* Technology 25.30 0.01
    Eli Lilly and Co* Healthcare 29.76 0.01
    Bank of America Corporation* Financial Services -2.61 0.01
    Wells Fargo & Co* Financial Services -13.22 0.01
    UnitedHealth Group Inc* Healthcare 17.79 0.00

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 10.60
    Causeway Emerging Ma Arjun Jayaraman 9.30
    Causeway Global Valu James A. Doyle 7.90
    Causeway Internation James A. Doyle 7.10
    Causeway Global Abso James A. Doyle 6.60

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 4.00
    Causeway Global Abso James A. Doyle 6.60
    Causeway Internation James A. Doyle 7.10
    Causeway Global Valu James A. Doyle 7.90
    Causeway Emerging Ma Arjun Jayaraman 9.30