About CVISX
Causeway International Small Cap Fund Investor Class is a mutual fund focused on achieving long-term capital growth by investing primarily in common stocks of companies with smaller market capitalizations situated outside the United States. The fund targets both developed and emerging markets, seeking diversified exposure across a wide range of industries and sectors. Its investment universe is guided by the MSCI ACWI ex USA Small Cap Index, ensuring that holdings represent small-cap companies as defined by prevailing market capitalization thresholds. The fund utilizes a systematic multi-factor quantitative approach, incorporating criteria such as valuation, sentiment, technical indicators, quality, and corporate events, along with macroeconomic and country-specific factors, to evaluate and select portfolio constituents. The fund is actively managed and aims to capitalize on the growth potential and valuation inefficiencies often found in international small-cap equities. By focusing on this segment, it addresses a market niche that may offer unique return opportunities compared to larger-cap peers, while providing investors with access to global economic trends through diversified holdings across various countries and industries.
Fund Family Causeway
Category Foreign Small/Mid Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CVISX
Share Class Investor Class
Index MSCI ACWI Ex US Small Cap TR
CVISX had a total return of 32.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.12%.
