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Morningstar

Causeway International Value Instl CIVIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
16.27  /  0.61 %
Total Assets
5.9 Bil
Adj. Expense Ratio
0.870%
Expense Ratio
0.870%
Fee Level
Average
Longest Manager Tenure
21.11 years
Category
Foreign Large Value
Investment Style
Large Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.95%
Turnover
60%

USD | NAV as of Dec 05, 2022 | 1-Day Return as of Dec 05, 2022, 10:43 PM GMT+00:00

Morningstar’s Fund Analysis CIVIX

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

People Pillar

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

A terrific foreign large-value option for investors with long investment horizons and ample tolerances for volatility.

Senior Analyst

Summary

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Causeway International Value continues to enjoy enduring advantages over its rivals, and both of its share classes retain their Morningstar Analyst Ratings of Gold.

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