Chautauqua International Growth will remain in able hands after the expected retirement of a comanager in late 2022. The mutual fund's two share classes and its separate account retain their Morningstar Analyst Rating of Bronze.
Chautauqua International Growth Instl CCWIX
NAV / 1-Day Return
14.92
/
3.18
%
Total Assets
393.8 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.800%
Expense Ratio
0.800%
Fee Level
Below Average
Longest Manager Tenure
6.19
years
Category
Foreign Large Growth
Investment Style
Large GrowthMin. Initial Investment
10,000
Status
Open
TTM Yield
0.58%
Turnover
14%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CCWIX 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 CCWIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CCWIX 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 CCWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still a worthy foreign large-growth vehicle for the long haul.
