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Morningstar

Causeway International Value Instl CIVIX

Morningstar Analyst Rating
Analyst rating as of | See Causeway Investment Hub
  • NAV / 1-Day Return 17.56  /  0.06 %
  • Total Assets 6.4 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.60%
  • Turnover 58%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:09 PM GMT+00:00

Morningstar’s 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

| by William Samuel Rocco

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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