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.
Causeway Global Value Inv CGVVX
NAV / 1-Day Return
12.83
/
0.00
Total Assets
65.3 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.
1.100%
Expense Ratio
1.100%
Fee Level
Above Average
Longest Manager Tenure
13.49
years
Category
World Large-Stock Value
Investment Style
Large ValueMin. Initial Investment
5,000
Status
Open
TTM Yield
1.08%
Turnover
89%
Premium
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 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.
Still a superior world large-stock offering for value fans with long time horizons and high tolerances for volatility.
