Morningstar

Causeway International Opportunities Fund Institutional Class CIOIX

Morningstar Medalist Rating
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Medalist Rating as of See Causeway Investment Hub
  • NAV / 1-Day Return $20.71  /  +0.63 %
  • Fund Size $354.8M
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 0.920%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Value
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.31%
  • Turnover Ratio 67%
NAV and 1-Day Return as of

Morningstar’s Analysis CIOIX

Will CIOIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CIOIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CIOIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CIOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Causeway International Opps Inst holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings CIOIX

More CIOIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

4.43 16M
Technology

Samsung Electronics Co Ltd

3.30 12M
Technology

Rolls-Royce Holdings PLC

3.17 11M
Industrials

Kering SA

2.87 10M
Consumer Cyclical

SK hynix Inc

2.44 9M
Technology

SAP SE

2.38 9M
Technology

iShares MSCI EAFE ETF

2.35 8M
—

AstraZeneca PLC

2.21 8M
Healthcare

Reckitt Benckiser Group PLC

2.05 7M
Consumer Defensive

Siemens AG

1.97 7M
Industrials

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