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Morningstar

Causeway International Small Cap Inv CVISX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis CVISX

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

People Pillar

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

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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