Causeway International is trading at 17.25 as of the 2nd of December 2024; that is 0.52 percent up since the beginning of the trading day. The fund's open price was 17.16. Causeway International has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Causeway International Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests primarily in companies both in developed markets - excluding the United States - and in emerging markets . Normally, it will invest in companies in at least ten foreign countries. The percentage of the funds 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.. More on Causeway International Opportunities
Causeway International Opportunities [CIOIX] is traded in USA and was established 2nd of December 2024. Causeway International is listed under Causeway category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Causeway family. This fund currently has accumulated 225.76 M in assets under management (AUM) with minimum initial investment of 1000 K. Causeway International is currently producing year-to-date (YTD) return of 9.28% with the current yeild of 0.02%, while the total return for the last 3 years was 7.12%.
Check Causeway International Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Causeway Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Causeway Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Causeway International Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Causeway International Opportunities Mutual Fund Constituents
Other Information on Investing in Causeway Mutual Fund
Causeway International financial ratios help investors to determine whether Causeway Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Causeway with respect to the benefits of owning Causeway International security.