Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Causeway Mutual Funds
View all of Causeway’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Causeway Funds List
Share Class Type
1 to 10 of 10 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Causeway International Small Cap Instl | CIISX | Foreign Small/Mid Value | 9.62% | 15 | 1.100% | Above Average | Institutional | $1.0 Mil | ||
| Causeway Emerging Markets Instl | CEMIX | Diversified Emerging Mkts | 16.60% | 1 | 1.110% | Above Average | Institutional | $1.0 Mil | ||
| Causeway International Opps Inst | CIOIX | Foreign Large Value | 10.93% | 8 | 0.950% | Above Average | Institutional | $1.0 Mil | ||
| Causeway International Small Cap Inv | CVISX | Foreign Small/Mid Value | 9.55% | 17 | 1.350% | Above Average | No Load | $5,000 | ||
| Causeway Emerging Markets Investor | CEMVX | Diversified Emerging Mkts | 16.33% | 1 | 1.360% | Above Average | No Load | $5,000 | ||
| Causeway International Opps Inv | CIOVX | Foreign Large Value | 10.89% | 11 | 1.200% | High | No Load | $5,000 | ||
| Causeway International Value Instl | CIVIX | Foreign Large Value | 7.92% | 53 | 0.880% | Above Average | Institutional | $1.0 Mil | ||
| Causeway International Value Inv | CIVVX | Foreign Large Value | 7.88% | 54 | 1.130% | Above Average | No Load | $5,000 | ||
| Causeway Global Value Inst | CGVIX | Global Large-Stock Value | 9.94% | 27 | 0.850% | Average | Institutional | $1.0 Mil | ||
| Causeway Global Value Inv | CGVVX | Global Large-Stock Value | 9.80% | 28 | 1.100% | Above Average | No Load | $5,000 |
Causeway Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank