CIOVX – Causeway International Opps Inv Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund invests primarily in companies both in developed markets - excluding the United States (the "international value portfolio") - and in emerging markets (the "emerging markets portfolio"). Normally, it will invest in companies in at least ten foreign countries. The percentage of the fund’s total assets in emerging markets investments is not expected to be greater than the weight of emerging markets in the ACWI ex USA Index multiplied by two, and can be as low as zero.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CIOVX	Causeway International Opportunities Fund Investor Class	No Load	Open			Dec 31, 2009	$22.55M	1.180%	High	$5,000	−$14.29M
CIOIX	Causeway International Opportunities Fund Institutional Class	Institutional	Open			Dec 31, 2009	$337.53M	0.920%	Above Average	$1M	−$75.40M

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