Causeway International Value Fund Class Institutional CIVIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$24.15  /  −0.70%
  • Fund Size$18.1B
  • Adjusted Expense Ratio0.850%
  • Net Expense Ratio0.850%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryForeign Large Value
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield1.29%
  • Turnover Ratio46%

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 Holdings33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rolls-Royce Holdings PLC

4.74876M
Industrials

Kering SA

4.29793M
Consumer Cyclical

SAP SE

3.73690M
Technology

AstraZeneca PLC

3.32614M
Healthcare

Reckitt Benckiser Group PLC

3.11574M
Consumer Defensive

Tencent Holdings Ltd

2.99553M
Communication Services

Siemens AG

2.97549M
Industrials

Renesas Electronics Corp

2.88532M
Technology

Alstom SA

2.78514M
Industrials

Roche Holding AG Ordinary Shares new

2.42448M
Healthcare

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