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Causeway International Opportunities Fund Investor Class (CIOVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.06-0.02 (-0.13%)
At close: 6:45PM EST

Causeway International Opportunities Fund Investor Class

Causeway Capital Management Trust

11111 Santa Monica Blvd, Suite 1500

Los Angeles CA 90025

866-947-7000
Management Information
Jonathan P. Eng,Lead Manager since December 30, 2009
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.
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 Assets239.31M
YTD Return-1.13%
Yield1.21%
Morningstar Rating★★★
Inception DateDec 30, 2009

Fund Operations

Last Dividend0.17
Last Cap Gain0.00
Holdings Turnover55.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCIOVXCategory Average
Annual Report Expense Ratio (net)1.20%1.12%
Prospectus Net Expense Ratio1.20%N/A
Prospectus Gross Expense Ratio1.27%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.25%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection396N/A
5 Yr Expense Projection690N/A
10 Yr Expense Projection1,528N/A