Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return-5.04-5.723.4931.06-3.81
    Category Average-5.46-5.234.7026.32-2.72
    Assets for Each Yr*7.699.369.3213.9014.03
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family -3.81 4.50 6.13

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $14,031 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
    06-22-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 18.37 0.02
    Halliburton Co* Energy -4.69 0.02
    Flowserve Corp* Industrials -1.83 0.02
    FirstEnergy Corp* Utilities 16.95 0.02
    Eli Lilly and Co* Healthcare 3.06 0.02
    Citigroup Inc* Financial Services -8.83 0.02
    Advance Auto Parts Inc* Consumer Cyclical 39.40 0.02
    Oracle Corp* Technology -5.92 0.02
    Mondelez International Inc Class* Consumer Defensive -2.99 0.01
    Bank of America Corporation* Financial Services -0.98 0.01
    Wells Fargo & Co* Financial Services -9.81 0.01
    Viacom Inc B* Consumer Cyclical -0.42 0.01
    VeriFone Systems Inc* Industrials 28.80 0.01
    UnitedHealth Group Inc* Healthcare 16.13 0.01
    Signet Jewelers Ltd* Consumer Cyclical 3.93 0.01
    SM Energy Co* Energy 15.81 0.01
    Qualcomm Inc* Technology -6.76 0.01
    PDC Energy Inc* Energy 19.46 0.01

    Longest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 10.30
    Causeway Emerging Ma Arjun Jayaraman 9.00
    Causeway Global Valu James A. Doyle 7.60
    Causeway Internation James A. Doyle 6.80
    Causeway Global Abso James A. Doyle 6.20

    Shortest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 3.70
    Causeway Global Abso James A. Doyle 6.20
    Causeway Internation James A. Doyle 6.80
    Causeway Global Valu James A. Doyle 7.60
    Causeway Emerging Ma Arjun Jayaraman 9.00