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Morningstar

Causeway Global Value Inv CGVVX

Morningstar Analyst Rating
Analyst rating as of | See Causeway Investment Hub
  • NAV / 1-Day Return 12.20  /  0.91 %
  • Total Assets 43.0 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.140%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Value
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.57%
  • Turnover 70%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis CGVVX

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

People Pillar

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

A superior global large-value option for investors with long horizons and ample risk tolerance.

Senior Analyst

Summary

| by William Samuel Rocco

Causeway Global Value still has enduring advantages over its rivals, and both of its share classes retain their Morningstar Analyst Ratings of Gold.

Unlock our full analysis with Morningstar Investor