Morningstar

Causeway International Opportunities Fund Institutional Class CIOIX

Morningstar Medalist Rating
Medalist Rating as of | See Causeway Investment Hub
  • NAV / 1-Day Return 21.54  /  +0.37 %
  • Total Assets 360.1M
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.31%
  • Turnover 67%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:06 AM GMT+0

Morningstar’s Analysis CIOIX

Will CIOIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CIOIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CIOIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CIOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Causeway International Opps Inst holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CIOIX

More CIOIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

4.14 16M
Technology

Samsung Electronics Co Ltd

3.38 13M
Technology

SK hynix Inc

3.12 12M
Technology

Kering SA

2.60 10M
Consumer Cyclical

Renesas Electronics Corp

2.47 10M
Technology

AstraZeneca PLC

1.99 8M
Healthcare

Rolls-Royce Holdings PLC

1.95 8M
Industrials

Reckitt Benckiser Group PLC

1.85 7M
Consumer Defensive

Alstom SA

1.81 7M
Industrials

Siemens AG

1.77 7M
Industrials

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