4 / 5 Stars
5 5 1 4 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#9 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.
The fund has returned 32.37 percent over the past year, 13.94 percent over the past three years, 0.70 percent over the past five years, and 9.47 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||6.3%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||0.7%|
|10 Years (Annualized)||9.5%|
The investment seeks long-term growth of capital and income. The fund invests primarily in common stocks of companies in developed countries located outside the U.S. Normally, it invests at least 80% of its total assets in stocks of companies located in at least ten foreign countries and invests the majority of its total assets in companies that pay dividends or repurchase their shares. There is no limit on investments in any one country. The fund may invest up to 10% of its total assets in companies in emerging (less developed) markets.
Fees are High compared to funds in the same category.
Causeway International Value Fund has an expense ratio of 0.99 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.