Causeway International Opps Inst holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Causeway International Opportunities Fund Institutional Class CIOIX
- NAV / 1-Day Return 21.84 / +0.41 %
- Total Assets 430.7M
-
Adj. Expense Ratio
0.920%
- Expense Ratio 0.920%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Foreign Large Value
- Investment Style Large Blend
- Min. Initial Investment 1M
- Status Open
- TTM Yield 1.29%
- Turnover 67%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:07 AM GMT+0
Morningstar’s Analysis CIOIX
Will CIOIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CIOIX 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 CIOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd | 3.63 | 15M | Technology |
Kering SA | 3.37 | 14M | Consumer Cyclical |
Alstom SA | 2.59 | 10M | Industrials |
Renesas Electronics Corp | 2.47 | 10M | Technology |
Samsung Electronics Co Ltd | 2.02 | 8M | Technology |
AstraZeneca PLC | 1.90 | 8M | Healthcare |
Barclays PLC | 1.90 | 8M | Financial Services |
RELX PLC | 1.75 | 7M | Industrials |
SAP SE | 1.70 | 7M | Technology |
BNP Paribas Act. Cat.A | 1.69 | 7M | Financial Services |
United States