Causeway International Value Instl (CIVIX)
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Causeway International Value Instl
Los Angeles CA 90025
11111 Santa Monica Blvd, Suite 1500
Causeway Capital Management Trust
Management Information
Sarah H. Ketterer,Lead Manager since October 25, 2001
Ms. Ketterer is the chief executive officer of Causeway, portfolio manager for the firm's fundamental and absolute returns strategies, and is responsible for investment research across all sectors. Ms. Ketterer is a member of Causeway's operating committee. She co-founded the firm in June 2001.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryForeign Large Value
Fund FamilyCauseway
Net Assets7.76B
YTD Return2.71%
Yield1.78%
Morningstar Rating★★★
Inception DateOct 25, 2001
Fund Operations
Last Dividend0.36
Last Cap Gain7.00
Holdings Turnover54.00%
Average for CategoryN/A
Fees & Expenses
ExpenseCIVIXCategory Average
Annual Report Expense Ratio (net)0.88%1.03%
Prospectus Net Expense Ratio0.88%N/A
Prospectus Gross Expense Ratio0.90%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.23%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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