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    Causeway International Value Inv (CIVVX)

    13.75 Down 0.05(0.36%) May 31

    Profile as of Apr 29, 2016Get Profile for:
    Causeway International Value Inv
    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:5.63B
    Year-to-Date Return:-2.07%
    Yield:1.74%
    Morningstar Rating:3 stars
    Fund Inception Date:Oct 26, 2001
    Morningstar Style Box 
    Foreign Large Blend
    [View Category Definition]
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    About the Morningstar Style Box
    Management Information 
    Jonathan P. Eng
    Lead Manager since Jan 30, 2006
    Jonathan P. Eng is a Director of Causeway and is responsible for research in the global consumer discretionary and industrials sectors. Mr. Eng joined the firm as a Research Associate in July 2001 and became a Portfolio Manager and Director in 2002. Prior to joining the firm, from 1997 to 2001, Mr. Eng was an equity research associate for the Hotchkis and Wiley division of MLIM, spending the last nine months in the London office of MLIM. Mr. Eng has been in the investment community since 1992. Mr. Eng earned his bachelor's degree in History and Economics from Brandeis University and his MBA from the Anderson Graduate School of Management at UCLA.
    Investment Information 
    Min Initial Investment:5,000
    Min Initial Investment, IRA:4,000
    Min Initial Investment, AIP:5,000
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:100
    CIVVX can be purchased from 99 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 22, 2015) : 0.24
    Last Cap Gain : 0.00
    Annual Holdings Turnover (May 26, 2016) : 28.00%
    Average for Category:43.89%
    Fees & Expenses 
    ExpenseCIVVXCategory Avg
    Annual Report Expense Ratio (net):1.15%1.14%
    Prospectus Net Expense Ratio:1.15%N/A
    Prospectus Gross Expense Ratio:1.15%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A4.89%
    Max Deferred Sales Load: N/A1.94%
    3 Yr Expense Projection*:365536
    5 Yr Expense Projection*:633868
    10 Yr Expense Projection*:1,3981,791
    * Per $10,000 invested