Causeway Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return-5.723.4931.06-18.079.90
    Category Average-5.234.7026.32-15.4511.14
    Assets for Each Yr*9.369.3213.9011.4611.23
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 9.90 7.72 1.26

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,228 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock 4.0 99.62 1.17 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-12-19

      Sector YTD Return % % Net Assets  
    Balfour Beatty PLC* Industrials -3.29 0.59
    Alaska Air Group Inc* Industrials 6.72 0.02
    Mondelez International Inc Class* Consumer Defensive 37.55 0.01
    Bank of America Corporation* Financial Services 20.74 0.01
    Viacom Inc B* Consumer Cyclical 24.90 0.01
    Synnex Corp* Industrials 20.22 0.01
    Signet Jewelers Ltd* Consumer Cyclical -39.38 0.00

    Longest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation James A. Doyle 10.10
    Causeway Emerging Ma Arjun Jayaraman 10.00
    Causeway Global Valu James A. Doyle 7.70
    Causeway Internation James A. Doyle 7.30
    Causeway Global Abso James A. Doyle 6.70

    Shortest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Causeway Internation Joe Gubler 4.70
    Causeway Global Abso James A. Doyle 6.70
    Causeway Internation James A. Doyle 7.30
    Causeway Global Valu James A. Doyle 7.70
    Causeway Emerging Ma Arjun Jayaraman 10.00