Causeway International Value Fund Class Institutional CIVIX

Morningstar Medalist Rating
  • NAV / 1-Day Return $23.84  /  +0.63 %
  • Fund Size $17.9B
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution 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 1.27%
  • Turnover Ratio 46%

Morningstar’s Analysis CIVIX

Will CIVIX outperform in the future?

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

Contrarian by design, strong over time.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Causeway International Value features a seasoned investment crew plying a disciplined but bold strategy, earning High People and Process ratings.

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Portfolio Holdings CIVIX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rolls-Royce Holdings PLC

4.74 876M
Industrials

Kering SA

4.29 793M
Consumer Cyclical

SAP SE

3.73 690M
Technology

AstraZeneca PLC

3.32 614M
Healthcare

Reckitt Benckiser Group PLC

3.11 574M
Consumer Defensive

Tencent Holdings Ltd

2.99 553M
Communication Services

Siemens AG

2.97 549M
Industrials

Renesas Electronics Corp

2.88 532M
Technology

Alstom SA

2.78 514M
Industrials

Roche Holding AG Ordinary Shares new

2.42 448M
Healthcare

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