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Morningstar

Causeway International Opps Inv CIOVX Fund Analysis

Morningstar Analyst Rating
| Quantitative rating as of | See Causeway Investment Hub

Morningstar’s Analysis CIOVX

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

People Pillar

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

Summary

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Causeway International Opps Inv earns a Morningstar Quantitative Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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