Morningstar

Causeway Mutual Funds

View all of Causeway’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Causeway Funds List

Share Class Type

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Causeway International Small Cap InstlCIISXForeign Small/Mid Value17.11%101.100%Above AverageInstitutional$1.0 Mil
Causeway Emerging Markets InstlCEMIXDiversified Emerging Mkts23.73%21.110%Above AverageInstitutional$1.0 Mil
Causeway Emerging Markets InvestorCEMVXDiversified Emerging Mkts23.55%21.360%Above AverageNo Load$5,000
Causeway International Opps InstCIOIXForeign Large Value18.31%40.950%Above AverageInstitutional$1.0 Mil
Causeway International Small Cap InvCVISXForeign Small/Mid Value16.97%131.350%Above AverageNo Load$5,000
Causeway International Value InstlCIVIXForeign Large Value14.88%270.880%Above AverageInstitutional$1.0 Mil
Causeway International Value InvCIVVXForeign Large Value14.62%321.130%Above AverageNo Load$5,000
Causeway Global Value InstCGVIXGlobal Large-Stock Value15.17%380.850%AverageInstitutional$1.0 Mil
Causeway Global Value InvCGVVXGlobal Large-Stock Value14.99%431.100%Above AverageNo Load$5,000
Causeway International Opps InvCIOVXForeign Large Value18.07%41.200%HighNo Load$5,000

Causeway Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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