Morningstar

Causeway International Value Instl CIVIX

Morningstar Medalist Rating
Medalist Rating as of | See Causeway Investment Hub
  • NAV / 1-Day Return 22.12  /  +2.36 %
  • Total Assets 11.4 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.64%
  • Turnover 54%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

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.

Strong all around.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Causeway International Value continues to earn High People and Process ratings.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CIVIX

More CIVIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rolls-Royce Holdings PLC

4.71 426.9 Mil
Industrials

Samsung Electronics Co Ltd

4.25 384.7 Mil
Technology

Barclays PLC

3.26 295.6 Mil
Financial Services

Shell PLC

3.16 286.0 Mil
Energy

Alstom SA

3.05 276.3 Mil
Industrials

Roche Holding AG

2.90 262.3 Mil
Healthcare

BP PLC

2.84 257.3 Mil
Energy

Kering SA

2.70 244.8 Mil
Consumer Cyclical

Prudential PLC

2.41 218.1 Mil
Financial Services

Renesas Electronics Corp

2.35 212.5 Mil
Technology

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