Morningstar

Causeway International Small Cap Fund Investor Class CVISX

Morningstar Medalist Rating
Medalist Rating as of | See Causeway Investment Hub
  • NAV / 1-Day Return 19.00  /  +0.85 %
  • Total Assets 387.2M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.370%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Value
  • Investment Style Mid Value
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 3.45%
  • Turnover 117%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:06 AM GMT+0

Morningstar’s Analysis CVISX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Causeway International Small Cap Inv holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CVISX

More CVISX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WPG Holding Co Ltd

2.10 7M
Technology

Alps Alpine Co Ltd

1.93 6M
Technology

Unipol Assicurazioni SpA

1.85 6M
Financial Services

National Aluminium Co Ltd

1.81 6M
Basic Materials

Winbond Electronics Corp

1.80 6M
Technology

Thai Oil PCL

1.78 6M
Energy

Simplo Technology Co Ltd

1.76 6M
Industrials

Kyushu Electric Power Co Inc

1.69 6M
Utilities

Vanguard FTSE All-Wld ex-US SmCp ETF

1.63 5M
—

TCL Electronics Holdings Ltd

1.62 5M
Technology

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