Causeway Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return21.80-5.04-5.723.495.39
    Category Average19.02-5.46-5.234.705.38
    Assets for Each Yr*5.437.699.369.329.94
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 5.39 -1.18 5.31

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,943 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.0 99.33 1.23 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-17

      Sector YTD Return % % Net Assets  
    ArcelorMittal SA* Basic Materials 18.53 0.48
    Citigroup Inc* Financial Services -2.07 0.05
    Oracle Corp* Technology 17.01 0.03
    Qualcomm Inc* Technology -12.07 0.03
    Microsoft Corp* Technology 3.96 0.03
    Eli Lilly and Co* Healthcare 14.55 0.03
    Signet Jewelers Ltd* Consumer Cyclical -29.16 0.02
    Advance Auto Parts Inc* Consumer Cyclical -10.58 0.02
    VeriFone Systems Inc* Industrials 5.81 0.02
    CSX Corp* Industrials 27.47 0.02
    CSRA Inc* Technology -9.08 0.02
    UnitedHealth Group Inc* Healthcare 5.18 0.02
    Carnival Corp* Consumer Cyclical 11.68 0.02
    PVH Corp* Consumer Cyclical 2.75 0.02
    PDC Energy Inc* Energy -13.14 0.02
    Johnson & Johnson* Healthcare 11.14 0.01
    Bank of America Corporation* Financial Services 4.50 0.01
    SM Energy Co* Energy -39.82 0.01
    Halliburton Co* Energy -6.95 0.01

    Longest Manager Tenure | More
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 9.00
    Causeway Emerging Ma Arjun Jayaraman 7.70
    Causeway Global Valu James A. Doyle 6.30
    Causeway Internation James A. Doyle 5.60
    Causeway Global Abso James A. Doyle 5.00

    Shortest Manager Tenure | More
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 2.40
    Causeway Global Abso James A. Doyle 5.00
    Causeway Internation James A. Doyle 5.60
    Causeway Global Valu James A. Doyle 6.30
    Causeway Emerging Ma Arjun Jayaraman 7.70