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Causeway International Small Cap Inv CVISX

Quantitative rating as of
  • NAV / 1-Day Return 12.27  /  0.74 %
  • Total Assets 133.8 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Value
  • Investment Style Mid Value
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 2.75%
  • Turnover 147%

Morningstar’s Analysis CVISX

Will CVISX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strength in Causeway International Small Cap Inv's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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