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    Causeway International Value Instl (CIVIX)

    14.59 Up 0.13(0.90%) Sep 3

    Profile as of Jul 30, 2015Get Profile for:
    Causeway International Value Instl
    Causeway Capital Management Trust11111 Santa Monica Blvd, Suite 1500Los Angeles CA 90025
    Map
    Phone: 866-947-7000
    Fund Overview 
    Category:Foreign Large Blend
    Fund Family:Causeway
    Net Assets:7.17B
    Year-to-Date Return:6.76%
    Yield:2.40%
    Morningstar Rating:4 stars
    Fund Inception Date:Oct 26, 2001
    Morningstar Style Box 
    Foreign Large Blend
    [View Category Definition]
    View Top Foreign Large Blend Funds
    About the Morningstar Style Box
    Management Information 
    Conor W. Muldoon
    Lead Manager since Dec 31, 2010
    Conor Muldoon is a Director of Causeway and is responsible for research in the global utilities, financials, and material sectors. Mr. Muldoon joined the firm in June 2003.
    Investment Information 
    Min Initial Investment:1,000,000
    Min Initial Investment, IRA:1,000,000
    Min Initial Investment, AIP:1,000,000
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:100
    CIVIX can be purchased from 71 brokerages.

    Fund Summary 
    The investment seeks long-term growth of capital and income. The fund invests primarily in common stocks of companies located in developed countries outside the U.S. Normally, it invests at least 80% of its total assets in stocks of companies located in at least ten foreign countries and invests the majority of its total assets in companies that pay dividends or repurchase their shares. There is no limit on investments in any one country. The fund may invest up to 10% of its total assets in companies in emerging (less developed) markets.

    Fund Operations 
    Last Dividend (Dec 17, 2014) : 0.38
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Sep 1, 2015) : 27.00%
    Average for Category:46.52%
    Fees & Expenses 
    ExpenseCIVIXCategory Avg
    Annual Report Expense Ratio (net):0.91%1.17%
    Prospectus Net Expense Ratio:0.92%N/A
    Prospectus Gross Expense Ratio:0.92%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A4.80%
    Max Deferred Sales Load: N/A1.98%
    3 Yr Expense Projection*:293544
    5 Yr Expense Projection*:509890
    10 Yr Expense Projection*:1,1311,825
    * Per $10,000 invested