CIVVX Rating, Research - Causeway International Value Inv

Causeway International Value Inv (civvx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 18

Threats + Weaknesses = 10

When strengths & opportunities substantially exceed threats & weaknesses an investment in the civvx mutual fund has great long term potential.

Fund Management Team

Causeway Funds

Fund Description Update

Causeway International Value Inv (CIVVX) Description: CIVVX is a mutual fund, which is an investment that owns a basket of assets. The CIVVX mutual fund was provided by Causeway and this investment vehicle derives the majority of its value from equity holdings (stocks). Causeways mutual fund has a medium management tenure and is in the large fund size classification. CIVVXs minimum initial investment amount is $5000 while the IRA minimum is $4000. CIVVXs expense ratio is roughly 1%. The latest CIVVXs front end load was 0% and the back end load was 0%. The Causeway International Value Inv (CIVVX) mutual fund falls under the foreign large-cap value category. CIVVX focuses its investments in EU and Japan and CIVVX is not affiliated with a particular industry or fund sector. The Causeway International Value Inv (CIVVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CIVVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CIVVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital and income. The fund invests primarily in common stocks (see stock research) of companies in developed countries located outside the U.S. Normally, it invests at least 80% of total assets in stocks (see stock research) in at least 10 foreign markets and invests the majority of 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 total assets in companies in emerging markets.

Management Analysis Update

Performance Analysis Update