Causeway Global Value Fund

Scorecard
4 / 5 Stars
Lipper
4 4 3 4 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Causeway funds

See full World Stock rankings

See more fund rankings

Performance

The fund has returned 26.32 percent over the past year, 12.34 percent over the past three years, and 19.31 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.2%
1 Year 26.3%
3 Years (Annualized) 12.3%
5 Years (Annualized) 19.3%
10 Years (Annualized) N/A

See more CGVVX performance

Summary

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. 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 20% of its total assets in companies located in emerging (less developed) markets. It will invest at least 40% of its total assets in companies located in a number of countries outside the U.S. The fund is not required to allocate its investments in any set percentages in any particular countries.

Fees

Fees are Above Average compared to funds in the same category.
Causeway Global Value Fund has an expense ratio of 1.30 percent.

See more CGVVX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more CGVVX risk