Causeway Mutual Funds List
Here you can find all mutual funds issued by Causeway and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 7
- Avg. Expense Ratio
- 1.12%
- Avg. 1 Year Return
- 40.23%
- Avg. 5 Year Return
- 11.89%
- Median Risk/Return Score
- 48 / 100
Causeway Mutual Funds List
7 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Causeway Emerging Markets Fund | Emerging Markets Diversified | Mar 28, 2007 | 1.10% | 35.36% | 12.25% | 1.84% | 93 | ||||||||
| Causeway Emerging Markets Investor | Emerging Markets Diversified | Mar 30, 2007 | 1.36% | 35.13% | 11.98% | 1.68% | 93 | ||||||||
| Causeway Global Value Fund | Global Equities | Apr 28, 2008 | 0.85% | 3.23% | 11.75% | 9.55% | 33 | ||||||||
| Causeway International Opps Fd | Foreign Large Cap Equities | Dec 30, 2009 | 1.20% | 13.10% | 10.47% | 7.71% | 48 | ||||||||
| Causeway International Value Instl | Foreign Large Cap Equities | Oct 26, 2001 | 0.85% | 5.53% | 10.15% | 9.21% | 23 | ||||||||
| Causeway International Value Fund | Foreign Large Cap Equities | Oct 25, 2001 | 1.10% | 5.46% | 9.90% | 9.10% | 23 | ||||||||
| Causeway International Small Cap Fund | Foreign Small & Mid Cap Equities | Oct 19, 2014 | 1.35% | 16.54% | 11.63% | 14.21% | 67 |
Explore top Causeway Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Causeway Mutual funds by Risk/Return Score
The top Causeway Mutual funds by PortfoliosLab Risk/Return Score are CEMIX (93) and CEMVX (93).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Causeway Emerging Markets Fund | 93 | — | Mar 2007 | |
| Causeway Emerging Markets Investor | 93 | — | Mar 2007 | |
| Causeway International Small Cap Fund | 67 | — | Oct 2014 | |
| Causeway International Opps Fd | 48 | — | Dec 2009 | |
| Causeway Global Value Fund | 33 | — | Apr 2008 |
Best-Performing Causeway Mutual funds Over 5 Years
The top Causeway Mutual funds is CVISX (13.71%).
Across the lineup, Causeway Mutual funds show an average 1-year return of 40.23% and an average 5-year return of 11.89%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Causeway International Small Cap Fund | 13.71% | — | Oct 2014 | |
| Causeway Global Value Fund | 12.18% | — | Apr 2008 | |
| Causeway International Opps Fd | 11.65% | — | Dec 2009 | |
| Causeway International Value Instl | 11.57% | — | Oct 2001 | |
| Causeway Emerging Markets Fund | 11.55% | — | Mar 2007 |
Lowest-Cost Causeway Mutual funds
The top Causeway Mutual funds is CIVIX (0.85%).
With an average expense ratio of 1.12%, Causeway Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Causeway International Value Instl | 0.85% | — | Oct 2001 | |
| Causeway Global Value Fund | 0.85% | — | Apr 2008 | |
| Causeway Emerging Markets Fund | 1.10% | — | Mar 2007 | |
| Causeway International Value Fund | 1.10% | — | Oct 2001 | |
| Causeway International Opps Fd | 1.20% | — | Dec 2009 |
Highest-Yield Causeway Mutual funds
The top Causeway Mutual funds is CVISX (14.21%).
Across the lineup, Causeway Mutual funds show an average dividend yield of 7.61%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Causeway International Small Cap Fund | 14.21% | — | Oct 2014 | |
| Causeway Global Value Fund | 9.55% | — | Apr 2008 | |
| Causeway International Value Instl | 9.21% | — | Oct 2001 | |
| Causeway International Value Fund | 9.10% | — | Oct 2001 | |
| Causeway International Opps Fd | 7.71% | — | Dec 2009 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
CIVVX vs. VXUSCIVVX vs. DFICCIVVX vs. APFDXCIVVX vs. TRIGXCIVVX vs. CGICCIVIX vs. APDKXCIVIX vs. VEACIVIX vs. HLMIXCIVIX vs. BKGICIVIX vs. DODFXCVISX vs. AVDVCVISX vs. SWPPXCVISX vs. DRGTXCVISX vs. FTHNXCVISX vs. DRIOXCGVIX vs. GRNJCGVIX vs. DXIVCGVIX vs. SPYCGVIX vs. ARTHXCGVIX vs. POGRXCEMIX vs. VTMGXCEMIX vs. SPEMCEMIX vs. DODIXCEMIX vs. SPYCEMIX vs. VOOCIOVX vs. FAOCXCIOVX vs. APHIXCIOVX vs. FXAIXCIOVX vs. ANDIXCIOVX vs. TBGVXCEMVX vs. GERIXCEMVX vs. EMPTXCEMVX vs. DRESXCEMVX vs. HLFMXCEMVX vs. WAEMX