CIVIX – Causeway International Value Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital and income. The fund invests primarily in common stocks of companies in developed countries outside the U.S. Normally, it invests at least 80% of its total assets in stocks of companies in a number of foreign countries and invests the majority of its total assets in companies that pay dividends or repurchase their shares. The fund may invest up to 15% of its total assets in companies in emerging (less developed) markets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CIVVX	Causeway International Value Fund Class Investor	No Load	Open			Oct 26, 2001	$710.41M	1.100%	Above Average	$5,000	−$67.99M
CIVIX	Causeway International Value Fund Class Institutional	Institutional	Open			Oct 26, 2001	$17.74B	0.850%	Average	$1M	−$25.04M

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