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Causeway International Value Instl CIVIX

Medalist Rating as of | See Causeway Investment Hub
  • NAV / 1-Day Return 18.45  /  0.16 %
  • Total Assets 6.7 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.54%
  • Turnover 58%

Morningstar’s Analysis CIVIX

Will CIVIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Not resting on its laurels.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Constant improvement bolsters Causeway International Value’s enduring strengths.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CIVIX

  • Current Portfolio Date
  • Equity Holdings 62
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 30.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.74
324,769,927
Industrials
3.87
265,345,332
Technology
3.38
231,381,655
Financial Services
3.08
211,347,336
Utilities
2.76
188,897,091
Technology
2.73
186,829,154
Healthcare
2.49
170,660,490
Consumer Defensive
2.49
170,640,887
Energy
2.49
170,616,860
Consumer Defensive
2.31
158,314,750
Industrials