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Morningstar

Causeway International Value Instl CIVIX

Morningstar Medalist Rating
Medalist Rating as of | See Causeway Investment Hub
  • NAV / 1-Day Return 19.56  /  +1.24 %
  • Total Assets 8.1 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.78%
  • Turnover 54%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CIVIX

Will CIVIX outperform in 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 CIVIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CIVIX 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 CIVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not resting on its laurels.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Constant improvement bolsters Causeway International Value’s enduring strengths.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CIVIX

More CIVIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rolls-Royce Holdings PLC

6.00 463.2 Mil
Industrials

Samsung Electronics Co Ltd

4.08 314.4 Mil
Technology

Barclays PLC

2.94 226.9 Mil
Financial Services

BP PLC

2.70 208.0 Mil
Energy

Invesco Shrt-Trm Inv Gov&Agcy Instl

2.45 189.1 Mil
Cash and Equivalents

AstraZeneca PLC

2.41 186.1 Mil
Healthcare

Shell PLC

2.40 185.3 Mil
Energy

Alstom SA

2.38 183.3 Mil
Industrials

Reckitt Benckiser Group PLC

2.37 182.7 Mil
Consumer Defensive

Roche Holding AG

2.34 180.4 Mil
Healthcare