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.
- NAV / 1-Day Return 12.27 / 0.74 %
- Total Assets 133.8 Mil
Adj. Expense Ratio
- 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.