Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return21.80-5.04-5.723.4923.75
    Category Average19.02-5.46-5.234.7021.01
    Assets for Each Yr*5.437.699.369.3212.95
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 23.75 4.83 8.25

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,947 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 3.9 99.64 1.22 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-17

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services 24.11 0.04
    Oracle Corp* Technology 30.82 0.03
    Eli Lilly and Co* Healthcare 18.68 0.03
    Microsoft Corp* Technology 26.78 0.03
    Halliburton Co* Energy -18.08 0.02
    Advance Auto Parts Inc* Consumer Cyclical -47.97 0.02
    Qualcomm Inc* Technology -17.36 0.02
    Signet Jewelers Ltd* Consumer Cyclical -33.87 0.02
    Flowserve Corp* Industrials -5.95 0.02
    VeriFone Systems Inc* Industrials 13.59 0.02
    UnitedHealth Group Inc* Healthcare 29.56 0.02
    SM Energy Co* Energy -45.85 0.02
    CSRA Inc* Technology -1.13 0.02
    PDC Energy Inc* Energy -33.12 0.02
    Bank of America Corporation* Financial Services 21.04 0.01
    Arch Coal Inc* Basic Materials -5.69 0.01
    Viacom Inc B* Consumer Cyclical -24.73 0.01
    Sabre Corp* Technology -25.01 0.01

    Longest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 9.60
    Causeway Emerging Ma Arjun Jayaraman 8.30
    Causeway Global Valu James A. Doyle 6.90
    Causeway Internation James A. Doyle 6.10
    Causeway Global Abso James A. Doyle 5.60

    Shortest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 3.00
    Causeway Global Abso James A. Doyle 5.60
    Causeway Internation James A. Doyle 6.10
    Causeway Global Valu James A. Doyle 6.90
    Causeway Emerging Ma Arjun Jayaraman 8.30