About CIOIX
The Causeway International Opportunities Fund Institutional Class is a diversified mutual fund focused on providing long-term capital growth by investing primarily in equities from developed markets outside the United States as well as emerging markets. The fund employs a proprietary quantitative equity allocation model to dynamically determine the balance between its developed international value portfolio and its emerging markets allocations. This adaptable approach is designed to capitalize on valuation, quality, earnings growth, macroeconomic, and risk-related factors, with current emphasis on emerging markets due to favorable metrics.
The portfolio is composed chiefly of large-cap international stocks spanning a broad set of industries, including industrials, financial services, consumer cyclicals, technology, healthcare, and basic materials. Holdings are selected for their attractive valuations and potential for efficiency improvements, earnings growth, and robust cash flow. The fund actively seeks companies with competitive advantages and resilient business models that can weather global economic turbulence and benefit from market dislocations. This institutional share class is commonly used by large investors seeking exposure to non-U.S. value and growth opportunities through a disciplined, research-driven process, making it a significant offering in the foreign large value mutual fund category.
Fund Family Causeway
Category Foreign Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CIOIX
Share Class Institutional Class
Index MSCI AC World ex USA TR USD
CIOIX had a total return of 16.09% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.75%.
