About CIOVX
The Causeway International Opportunities Fund Investor Class is a diversified mutual fund focused on achieving long-term capital growth by investing across both developed and emerging markets outside the United States. The fund utilizes a unique approach, dividing assets between an international value portfolio—comprised primarily of common stocks in developed countries excluding the U.S.—and an emerging markets portfolio, which invests in companies from less developed economies. Allocation between these segments is managed with a proprietary asset allocation model, aiming to capture diverse sources of potential growth and value across global markets.
The fund typically holds equities from a wide range of sectors, including financial services, technology, consumer products, and healthcare, with notable holdings in companies such as Alstom SA, Barclays PLC, and Taiwan Semiconductor Manufacturing. Designed for investors seeking exposure to non-U.S. opportunities, the fund emphasizes stocks that pay dividends or repurchase shares, supporting its value-oriented strategy. With a focus on disciplined, research-driven investment management and a relatively high turnover rate compared to passive alternatives, the fund plays a significant role for investors aiming to diversify portfolios beyond domestic markets.
Fund Family Causeway
Category Foreign Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CIOVX
Share Class Investor Class
Index MSCI AC World ex USA TR USD
CIOVX had a total return of 26.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.89%.
