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Causeway International Value Instl (CIVIX)


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Causeway International Value Instl

Causeway Capital Management Trust11111 Santa Monica Blvd, Suite 1500Los Angeles CA 90025
866-947-7000
Management Information
Jonathan P. Eng,Lead Manager since January 29, 2006
Mr. Eng is a director and fundamental portfolio manager of Causeway and has been with the firm since July 2001. He is responsible for investment research in the global consumer discretionary, industrials and materials sectors. He has been a portfolio manager since February 2002. PRIOR EXPERIENCE From 1997 to July 2001, Mr. Eng was an equity research associate for the Hotchkis and Wiley division of Merrill Lynch Investment Managers. In 1996, Mr. Eng worked as a summer research associate for Hotchkis and Wiley, performing U.K. and European equity research. From 1993 to 1995, Mr. Eng analyzed merger and acquisition candidates at Slusser Associates. From 1990 to 1993, Mr. Eng worked as a middle market corporate lender for Bank of Boston. Education Mr. Eng has a BA in History and Economics from Brandeis University and an MBA from the Anderson Graduate School of Management at UCLA.
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 Assets6.75B
YTD Return10.60%
Yield1.77%
Morningstar Rating★★★★
Inception DateOct 25, 2001

Fund Operations

Last Dividend0.27
Last Cap Gain0.00
Holdings Turnover15.60%
Average for CategoryN/A

Fees & Expenses

ExpenseCIVIXCategory Average
Annual Report Expense Ratio (net)0.91%1.20%
Prospectus Net Expense Ratio0.91%N/A
Prospectus Gross Expense Ratio0.91%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.92%
Max Deferred Sales LoadN/A1.35%
3 Yr Expense Projection290N/A
5 Yr Expense Projection504N/A
10 Yr Expense Projection1,120N/A