Causeway Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return21.80-5.04-5.723.499.76
    Category Average19.02-5.46-5.234.708.44
    Assets for Each Yr*5.437.699.369.3210.38
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 9.76 0.50 5.85

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,384 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.0 99.35 1.22 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-21-17

      Sector YTD Return % % Net Assets  
    ArcelorMittal SA* Basic Materials 4.93 0.43
    Citigroup Inc* Financial Services -2.61 0.04
    PDC Energy Inc* Energy -21.26 0.03
    Oracle Corp* Technology 16.44 0.03
    Qualcomm Inc* Technology -18.67 0.03
    Microsoft Corp* Technology 7.48 0.03
    Signet Jewelers Ltd* Consumer Cyclical -29.56 0.02
    Eli Lilly and Co* Healthcare 12.05 0.02
    Advance Auto Parts Inc* Consumer Cyclical -13.14 0.02
    VeriFone Systems Inc* Industrials 0.90 0.02
    UnitedHealth Group Inc* Healthcare 7.34 0.02
    SM Energy Co* Energy -37.47 0.02
    CSRA Inc* Technology -8.86 0.02
    PVH Corp* Consumer Cyclical 8.93 0.01
    Bank of America Corporation* Financial Services 3.10 0.01
    Flowserve Corp* Industrials 1.66 0.01
    Halliburton Co* Energy -12.66 0.01
    Bakkafrost P/F* Consumer Defensive -19.15 0.00
    Carnival Corp* Consumer Cyclical 13.93 0.00

    Longest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 9.10
    Causeway Emerging Ma Arjun Jayaraman 7.80
    Causeway Global Valu James A. Doyle 6.40
    Causeway Internation James A. Doyle 5.70
    Causeway Global Abso James A. Doyle 5.10

    Shortest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 2.50
    Causeway Global Abso James A. Doyle 5.10
    Causeway Internation James A. Doyle 5.70
    Causeway Global Valu James A. Doyle 6.40
    Causeway Emerging Ma Arjun Jayaraman 7.80