Causeway International Value Fund Class Institutional

Frequently Asked Questions About CIVIX

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 $18.56B 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 Causeway.

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.