Causeway Global Value Fund Quote
| CGVIX Fund | USD 15.95 0.01 0.06% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Causeway Global is trading at 15.95 as of the 11th of December 2024; that is 0.06 percent down since the beginning of the trading day. The fund's open price was 15.96. Causeway Global has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 19th of August 2023 and ending today, the 11th of December 2024. Click here to learn more.
The fund invests primarily in common stocks of companies in developed countries outside the U.S. and of companies in the U.S. Normally, it invests the majority of its total assets in companies that pay dividends or repurchase their shares. The fund may invest up to 25 percent of its total assets in companies in emerging markets. More on Causeway Global Value
Moving together with Causeway Mutual Fund
Causeway Mutual Fund Highlights
| Fund Concentration | Causeway Funds, Large Blend Funds, World Large-Stock Value Funds, World Large-Stock Value, Causeway, Large Value, World Large-Stock Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Causeway Global Value [CGVIX] is traded in USA and was established 11th of December 2024. Causeway Global is listed under Causeway category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Causeway family. This fund currently has accumulated 57.28 M in assets under management (AUM) with minimum initial investment of 1000 K. Causeway Global Value is currently producing year-to-date (YTD) return of 15.53% with the current yeild of 0.01%, while the total return for the last 3 years was 10.89%.
Check Causeway Global 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 Global Value 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 Global Value Mutual Fund Constituents
| LLY | Eli Lilly and | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| AAP | Advance Auto Parts | Stock | Consumer Discretionary | |
| ALK | Alaska Air Group | Stock | Industrials | |
| FE | FirstEnergy | Stock | Utilities | |
| SNX | Synnex | Stock | Information Technology | |
| SABR | Sabre Corpo | Stock | Industrials | |
| ORCL | Oracle | Stock | Information Technology |
Causeway Global Value Risk Profiles
| Mean Deviation | 0.5326 | |||
| Semi Deviation | 0.5641 | |||
| Standard Deviation | 0.6719 | |||
| Variance | 0.4514 |
Causeway Global Against Markets
Other Information on Investing in Causeway Mutual Fund
Causeway Global 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 Global security.
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