Nasdaq - Delayed Quote USD

Causeway Global Value Inst (CGVIX)

15.50 -0.21 (-1.34%)
At close: 8:05 AM EDT
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DELL
  • Previous Close 15.71
  • YTD Return 14.15%
  • Expense Ratio 0.85%
  • Category World Large-Stock Value
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 48.2M
  • Beta (5Y Monthly) 1.08
  • Yield 0.88%
  • 5y Average Return --
  • Holdings Turnover 80.00%
  • Last Dividend 0.14
  • Inception Date Jan 31, 2011

The fund invests primarily in common stocks of companies in developed countries outside the U.S. and of companies in the U.S. Normally, it invests the majority of its total assets in companies that pay dividends or repurchase their shares. The fund may invest up to 25% of its total assets in companies in emerging (less developed) markets. It will invest at least 40% of its total assets in a number of countries outside the U.S.

Causeway

Fund Family

World Large-Stock Value

Fund Category

48.2M

Net Assets

2011-01-31

Inception Date

Performance Overview: CGVIX

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Trailing returns as of 10/15/2024. Category is World Large-Stock Value.

YTD Return

CGVIX
14.15%
Category
14.38%
?

1-Year Return

CGVIX
28.26%
Category
39.50%
?

3-Year Return

CGVIX
9.89%
Category
9.11%
?

5-Year Return

CGVIX
12.57%
Category
10.10%
?

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Holdings: CGVIX

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Top 10 Holdings (32.44% of Total Assets)

SymbolCompany% Assets
RR.L
Rolls-Royce Holdings plc 4.87%
005930.KS
Samsung Electronics Co., Ltd. 4.27%
BARC.L
Barclays PLC 3.54%
SHEL.L
Shell plc 3.41%
ALO.PA
Alstom SA 3.32%
DIS
The Walt Disney Company 2.95%
GOOG
Alphabet Inc. 2.69%
KER.PA
Kering SA 2.60%
META
Meta Platforms, Inc. 2.44%
SNX
TD SYNNEX Corporation 2.34%

Sector Weightings

Recent News: CGVIX

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Research Reports: CGVIX

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