| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
1
1
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
#26 in Foreign Large Value
U.S. News evaluated 101 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 29.51 percent over the past year, and 13.05 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 4.3% |
| 1 Year | 29.5% |
| 3 Years (Annualized) | 13.1% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund is a fund of funds that invests in underlying funds that invest in both developed markets, excluding the United States, and emerging markets. The Investment Adviser allocates substantially all of the fund's assets between the International Value Fund and the Emerging Markets Fund using a proprietary asset allocation model. When investing the International Value Fund's assets, the Investment Adviser follows a value style. The Investment Adviser uses a quantitative investment approach to purchase and sell investments for the Emerging Markets Fund.
Fees
Fees are Low compared to funds in the same category.
Causeway International Opps Fd has an expense ratio of 0.11 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
