Causeway Fund Family Report
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  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return-5.04-5.723.4931.065.34
    Category Average-5.46-5.234.7026.325.53
    Assets for Each Yr*7.699.369.3213.9014.78
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 5.34 10.19 8.73

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $14,783 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
    02-21-18

      Sector YTD Return % % Net Assets  
    ArcelorMittal SA* Basic Materials 7.82 0.23
    Citigroup Inc* Financial Services 3.91 0.03
    Microsoft Corp* Technology 7.45 0.03
    Halliburton Co* Energy -4.75 0.03
    Eli Lilly and Co* Healthcare -7.52 0.02
    Advance Auto Parts Inc* Consumer Cyclical 14.35 0.02
    Sabre Corp* Technology 14.78 0.02
    Qualcomm Inc* Technology -0.97 0.02
    Oracle Corp* Technology 4.95 0.02
    Flowserve Corp* Industrials 4.37 0.02
    UnitedHealth Group Inc* Healthcare 2.12 0.02
    SM Energy Co* Energy -3.53 0.02
    CSRA Inc* Technology 35.83 0.02
    Arch Coal Inc* Basic Materials 0.72 0.01
    Bank of America Corporation* Financial Services 7.96 0.01
    Viacom Inc B* Consumer Cyclical 7.21 0.01
    VeriFone Systems Inc* Industrials -4.86 0.01
    FirstEnergy Corp* Utilities 8.16 0.01
    Signet Jewelers Ltd* Consumer Cyclical -10.91 0.01

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 9.90
    Causeway Emerging Ma Arjun Jayaraman 8.60
    Causeway Global Valu James A. Doyle 7.20
    Causeway Internation James A. Doyle 6.50
    Causeway Global Abso James A. Doyle 5.90

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 3.30
    Causeway Global Abso James A. Doyle 5.90
    Causeway Internation James A. Doyle 6.50
    Causeway Global Valu James A. Doyle 7.20
    Causeway Emerging Ma Arjun Jayaraman 8.60