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Morningstar

Causeway International Opps Inv CIOVX

Morningstar Analyst Rating
Quantitative rating as of | See Causeway Investment Hub
  • NAV / 1-Day Return 14.14  /  0.84 %
  • Total Assets 224.9 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.230%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 2.28%
  • Turnover 60%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

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-highest quintile among peers.

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