Nasdaq - Delayed Quote USD
Causeway International Opps Inst (CIOIX)
At close: 8:00 PM EST
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- 50
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Schwab Institutional Only
- CommonWealth NTF
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation FRIAG
- Ameritas NTFN
- Scottrade TF
- Scottrade NTF
- Morgan Stanley Consulting Group Advisor
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Investacorp NTF
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- JP Morgan No Load
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund invests primarily in companies both in developed markets - excluding the United States (the "international value portfolio") - and in emerging markets (the "emerging markets portfolio"). Normally, it will invest in companies in at least ten foreign countries. The percentage of the fund’s total assets in emerging markets investments is not expected to be greater than the weight of emerging markets in the ACWI ex USA Index multiplied by two, and can be as low as zero.
Fund Overview
| Category | Foreign Large Value |
| Fund Family | Causeway |
| Net Assets | 279.67M |
| YTD Return | 11.32% |
| Yield | 2.28% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2009 |
Performance & Risk
| YTD Return | 12.27% |
| 5y Average Return | 7.76% |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
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