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Causeway International Value Instl (CIVIX)

20.73
-0.28
(-1.33%)
At close: March 28 at 8:03:36 PM EDT
Loading Chart for CIVIX
  • Previous Close 21.01
  • YTD Return 11.37%
  • Expense Ratio 0.85%
  • Category Foreign Large Value
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 13.11B
  • Beta (5Y Monthly) 1.06
  • Yield 1.81%
  • 5y Average Return --
  • Holdings Turnover 49.00%
  • Last Dividend 0.40
  • Inception Date Oct 26, 2001

The fund invests primarily in common stocks of companies in developed countries outside the U.S. Normally, it invests at least 80% of its total assets in stocks of companies in a number of foreign countries and invests the majority of its total assets in companies that pay dividends or repurchase their shares. The fund may invest up to 15% of its total assets in companies in emerging (less developed) markets.

Causeway

Fund Family

Foreign Large Value

Fund Category

13.11B

Net Assets

2001-10-26

Inception Date

Performance Overview: CIVIX

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Trailing returns as of 3/28/2025. Category is Foreign Large Value.

YTD Return

CIVIX
11.37%
Category
11.56%
 

1-Year Return

CIVIX
16.69%
Category
35.63%
 

3-Year Return

CIVIX
12.02%
Category
5.74%
 

5-Year Return

CIVIX
12.79%
Category
8.25%
 

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Holdings: CIVIX

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Sector Weightings

SectorCIVIX
Industrials   15.61%
Technology   15.22%
Healthcare   12.68%
Utilities   2.74%
Energy   2.36%
Real Estate   1.24%

Recent News: CIVIX

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Research Reports: CIVIX

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