Morningstar

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 Mutual Funds List

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Causeway International Small Cap Fund Investor ClassCVISXForeign Small/Mid Value
23.70%51.350%Above AverageNo Load$5,000
Causeway International Small Cap Fund Institutional ClassCIISXForeign Small/Mid Value
24.01%11.100%Above AverageInstitutional$1M
Causeway Emerging Markets Fund Investor ClassCEMVXDiversified Emerging Mkts
31.38%171.340%Above AverageNo Load$5,000
Causeway Emerging Markets Fund Class InstitutionalCEMIXDiversified Emerging Mkts
31.70%171.090%Above AverageInstitutional$1M
Causeway Global Value Fund Institutional ClassCGVIXGlobal Large-Stock Value
1.97%940.850%AverageInstitutional$1M
Causeway International Opportunities Fund Institutional ClassCIOIXForeign Large Value
10.40%630.920%Above AverageInstitutional$1M
Causeway Global Value Fund InvestorCGVVXGlobal Large-Stock Value
1.80%951.100%Above AverageNo Load$5,000
Causeway International Opportunities Fund Investor ClassCIOVXForeign Large Value
10.20%641.180%HighNo Load$5,000
Causeway International Value Fund Class InvestorCIVVXForeign Large Value
2.36%971.100%Above AverageNo Load$5,000
Causeway International Value Fund Class InstitutionalCIVIXForeign Large Value
2.51%960.850%AverageInstitutional$1M

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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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