Causeway International Value continues to benefit from excellent personnel and an exceptional process, and its disappointing performance in recent years is unsurprising. Both of its share classes retain their Morningstar Analyst Ratings of Gold.
Causeway International Value Instl CIVIX
NAV / 1-Day Return
17.61
/
1.23
%
Total Assets
5.9 Bil
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.
0.850%
Expense Ratio
0.850%
Fee Level
Average
Longest Manager Tenure
19.76
years
Category
Foreign Large Value
Investment Style
Large ValueMin. Initial Investment
1,000,000
Status
Open
TTM Yield
1.27%
Turnover
57%
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 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 choice for long-term investors with ample risk tolerance.
