- What does CIVIX invest in?
- This investment vehicle principally dedicates its resources to the ordinary shares of corporations domiciled in established economies beyond American borders. Typically, no less than 80% of its entire portfolio is directed towards international equities, with a significant portion of these holdings concentrated in companies that either issue dividends or buy back their own stock. The fund also has the flexibility to commit up to 15% of its total assets to enterprises situated in developing or less advanced markets.
- What is the expense ratio of CIVIX?
- Causeway International Value Fund Class Institutional (CIVIX) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is CIVIX?
- Causeway International Value Fund Class Institutional (CIVIX) manages $19.32B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is CIVIX actively managed or an index fund?
- CIVIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was CIVIX launched?
- Causeway International Value Fund Class Institutional (CIVIX) launched in October 2001 and is managed by the fund issuer.
- How has CIVIX performed?
- CIVIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
