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Causeway International Value Instl (CIVIX)

16.34 Up 0.12(0.74%) Sep 18

Profile as of Aug 30, 2014Get Profile for:
Causeway International Value Instl
11111 Santa Monica BlvdSuite 1500Los Angeles CA 90025
Map
Phone: 866-947-7000
Fund Overview 
Category:Foreign Large Blend
Fund Family:Causeway
Net Assets:6.66B
Year-to-Date Return:0.87%
Yield:1.01%
Morningstar Rating:4 stars
Fund Inception Date:Oct 26, 2001
Morningstar Style Box 
Foreign Large Blend
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Management Information 
Conor H. 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:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
CIVIX can be purchased from 70 brokerages.

Fund Summary 
The investment seeks long-term growth of capital and income. The fund invests primarily in common stocks of companies in developed countries located 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, 2013) : 0.16
Last Cap Gain : 0.00
Annual Holdings Turnover (Sep 16, 2014) : 22.00%
Average for Category:41.84%
Fees & Expenses 
ExpenseCIVIXCategory Avg
Annual Report Expense Ratio (net):0.95%1.20%
Prospectus Net Expense Ratio:0.95%N/A
Prospectus Gross Expense Ratio:0.95%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.29%
Max Deferred Sales Load: N/A2.33%
3 Yr Expense Projection*:303587
5 Yr Expense Projection*:525948
10 Yr Expense Projection*:1,1661,926
* Per $10,000 invested