Causeway International Value Fund

Frequently Asked Questions About CIVVX

What does CIVVX invest in?

This fund primarily targets equity investments in companies based in developed nations outside the United States. Typically, a minimum of 80% of its total capital is allocated to shares of businesses across a range of international markets. A substantial portion of its portfolio is dedicated to enterprises that distribute dividends or engage in share buybacks. Additionally, the fund maintains the option to deploy up to 15% of its assets in firms operating in developing economies.

What is the expense ratio of CIVVX?

Causeway International Value Fund (CIVVX) charges an expense ratio of 1.10%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CIVVX?

Causeway International Value Fund (CIVVX) manages $18.45B 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 CIVVX actively managed or an index fund?

CIVVX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CIVVX launched?

Causeway International Value Fund (CIVVX) launched in October 2001 and is managed by Causeway.

How has CIVVX performed?

CIVVX'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.