Morningstar

Causeway International Opportunities Fund Investor Class CIOVX

Morningstar Medalist Rating
Medalist Rating as of | See Causeway Investment Hub
  • NAV / 1-Day Return 21.10  /  0.00
  • Total Assets 374.6M
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • 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 1.13%
  • Turnover 67%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:04 AM GMT+0

Morningstar’s Analysis CIOVX

Will CIOVX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Causeway International Opps Inv holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CIOVX

More CIOVX Holdings
  • 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

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