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Causeway Global Value Inst CGVIX

Analyst rating as of
NAV / 1-Day Return
13.02  /  0.70 %
Total Assets
65.4 Mil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Average
Longest Manager Tenure
13.46 years
Category
World Large-Stock Value
Investment Style
Large Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.19%
Turnover
89%
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Morningstar’s Analysis

Will CGVIX outperform in future?

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

Still a superior world large-stock offering for value fans with long time horizons and high tolerances for volatility.

Senior Analyst

Summary

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Causeway Global continues to benefit from topnotch personnel and an outstanding process, and its performance struggles are largely understandable. Both of its share classes retain their Morningstar Analyst Ratings of Gold.

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