Nasdaq - Delayed Quote USD

Causeway International Opps Inst (CIOIX)

18.61 +0.24 (+1.31%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
5,000
Min Initial Investment, IRA
50
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Vanguard
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Schwab Institutional Only
  • CommonWealth NTF
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation FRIAG
  • Ameritas NTFN
  • Scottrade TF
  • Scottrade NTF
  • Morgan Stanley Consulting Group Advisor
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • MSWM Brokerage
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Investacorp NTF
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • JP Morgan No Load
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests primarily in companies both in developed markets - excluding the United States (the "international value portfolio") - and in emerging markets (the "emerging markets portfolio"). Normally, it will invest in companies in at least ten foreign countries. The percentage of the fund’s total assets in emerging markets investments is not expected to be greater than the weight of emerging markets in the ACWI ex USA Index multiplied by two, and can be as low as zero.

Fund Overview

Category Foreign Large Value
Fund Family Causeway
Net Assets 284.54M
YTD Return 13.67%
Yield 2.24%
Morningstar Rating
Inception Date Dec 31, 2009

Performance & Risk

YTD Return 16.78%
5y Average Return 10.27%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

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