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CIOVX - Causeway International Opportunities Fund Investor Class

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Causeway International Opportunities Fund Investor Class (CIOVX)
Expense Ratio: 1.44%
Expected Lifetime Fees: $40,974.73


The Causeway International Opportunities Fund Investor Class fund (CIOVX) is a Foreign Large Value fund started on 12/31/2009 and has $13.50 million in assets under management. The current manager has been running Causeway International Opportunities Fund Investor Class since 1/21/2010. The fund is rated by Morningstar. This fund does not charge 12b-1 fees.

MarketRiders Prefers The Following ETF

iShares MSCI EAFE Value Index (EFV)
Expense Ratio: 0.40%
Expected Lifetime Fees: $12,680.81


The iShares MSCI EAFE Value Index (EFV) is an Exchange Traded Fund. It is a "basket" of securities that index the Foreign Large Value investment strategy and is an alternative to a Foreign Large Value mutual fund. Fees are very low compared to a comparable mutual fund like Causeway International Opportunities Fund Investor Class because computers automatically manage the stocks.




The Following Foreign Large Value Funds Have Lower Fees Than Causeway International Opportunities Fund Investor Class (CIOVX). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
AllianceBern Intl Val A ABISZ 52.0% 801 1.38%
AllianceBern Intl Val Adv ABIYX 52.0% 801 1.10%
AllianceBern Intl Val I AIVIX 52.0% 801 0.86%
AllianceBern Intl Val K AIVKX 52.0% 801 1.25%
Allianz NFJ International Value A AFJAX 48.0% 2,000 1.23%
Allianz NFJ International Value A AFJTZ 48.0% 2,000 1.23%
Allianz NFJ International Value D AFJDX 48.0% 2,000 1.23%
Allianz NFJ International Value Instl ANJIX 48.0% 2,000 0.88%
American Beacon International Equity Fund Class Y ABEYX 33.0% 1,200 0.82%
American Beacon Intl Equity Adv AAISX 33.0% 1,200 1.25%
American Beacon Intl Equity AMR AAIAX 33.0% 1,200 0.46%
American Beacon Intl Equity Instl AAIEX 33.0% 1,200 0.71%
American Beacon Intl Equity Instl AAITZ 33.0% 1,200 0.71%
American Beacon Intl Equity Inv AAIPX 33.0% 1,200 1.08%
AQR International Equity I AQIIX 60.0% 515 0.96%
AQR International Equity N AQINX 60.0% 515 1.37%
BNY Mellon International Inv MIINX 57.4% 600 1.27%
BNY Mellon International M MPITX 57.4% 600 1.02%
Brandes Instl International Equity I BIIEX 5.0% 369 1.05%
Causeway International Value Instl CIVIX 39.0% 1,400 1.00%
Causeway International Value Inv CIVVX 39.0% 1,400 1.24%
Columbia International Value A NIVLX 19.0% 987 1.37%
Columbia International Value Z EMIEX 19.0% 987 1.12%
Columbia Multi-Advisor International Value Fund Class R4 CMIVX 21.0% 227 1.31%
Delaware Intl Value Equity Instl DEQIX 42.0% 209 1.21%
DFA International Core Equity I DFIEX 3.0% 5,300 0.40%
DFA International Value I DFIVX 9.0% 4,800 0.45%
DFA International Value III DFVIX 9.0% 1,100 0.26%
DFA International Value R2 DFIPX 9.0% 4,800 0.71%
DFA Tax-Managed International Value DTMIX 16.0% 1,700 0.55%
Dreyfus International Eq A DIEAX 89.9% 156 1.12%
Dreyfus International Value I DIRVX 60.7% 163 1.15%
DWS Dreman International Value S DNVSX 46.0% 101 1.34%
Federated Intl Strategic Val Div Instl IVFIX 38.0% 142 0.80%
Federated Intl Strategic Val Dividend A IVFAX 38.0% 142 1.05%
Fidelity Advisor International Value I FIVQX 83.0% 129 0.98%
Fidelity International Value FIVLX 83.0% 129 1.04%
Goldman Sachs Intl Eq Div & Prem A GIDAX 51.0% 343 1.30%
Goldman Sachs Intl Eq Div & Prem I GIDHX 51.0% 343 0.90%
Goldman Sachs Structured Intl Equity A GCIAX 101.0% 966 1.25%
Goldman Sachs Structured Intl Equity I GCIIX 101.0% 966 0.85%
Goldman Sachs Structured Intl Equity S GCISX 101.0% 966 1.35%
Goldman Sachs Structured Intl T/M Eq A GATMX 88.0% 134 1.26%
Goldman Sachs Structured Intl T/M Eq I GHTMX 88.0% 134 0.86%
Hartford International Value A HILAX 112.0% 122 1.40%
ING International Value I NIIVX 116.0% 484 1.28%
JHancock3 International Core I GOCIX 42.0% 1,500 1.15%
JHancock3 International Value Equity Fund Class I JIEEX 21.0% 145 1.18%
Laudus Mondrian Intl Equity Instl LIEIX 35.0% 105 1.05%
Laudus Mondrian Intl Equity Inv LIEQX 35.0% 105 1.40%
Laudus Mondrian Intl Equity Select LIEFX 35.0% 105 1.12%
Lord Abbett Intl Dividend Inc A LIDAX 100.2% 1,300 1.12%
Lord Abbett Intl Dividend Inc I LAIDX 100.2% 1,300 0.77%
MainStay ICAP International A ICEVX 62.0% 917 1.29%
MainStay ICAP International I ICE1Z 62.0% 917 0.95%
MainStay ICAP International I ICEUX 62.0% 917 0.95%
MainStay ICAP International R1 ICETX 62.0% 917 1.14%
MainStay ICAP International R2 ICEYX 62.0% 917 1.40%
MFS International Value A MGIAX 24.0% 4,800 1.27%
MFS International Value I MINIX 24.0% 4,800 1.02%
MFS International Value R3 MINGX 24.0% 4,800 1.27%
MFS International Value R4 MINHX 24.0% 4,800 1.02%
Nuveen Tradewinds International Value A NAIGX 23.0% 793 1.32%
Nuveen Tradewinds International Value I NGRRX 23.0% 793 1.07%
Oppenheimer International Value A QIV1Z 33.0% 595 1.43%
Oppenheimer International Value A QIVAX 33.0% 595 1.43%
Oppenheimer International Value Y QIVYX 33.0% 595 0.85%
Pear Tree Polaris Foreign Value Instl QFVIX 18.0% 441 1.37%
Prudential International Equity Z PJIZX 70.0% 258 1.34%
Putnam International Value A PNGAX 52.0% 187 1.37%
Putnam International Value Fund Class Y PNGYX 52.0% 187 1.12%
RidgeWorth International Equity I STITX 78.0% 228 1.27%
SA International Value SAHMX 25.0% 406 1.34%
Schwab Fdmtl Intl Lg Co Idx SFNNX 35.0% 345 0.35%
SSgA International Stock Selection Instl SSAIX 77.0% 479 1.00%
T. Rowe Price Intl Gr & Inc TRIGX 26.3% 4,700 0.87%
T. Rowe Price Intl Gr & Inc Adv PAIGX 26.3% 4,700 1.07%
T. Rowe Price Intl Gr & Inc R RRIGX 26.3% 4,700 1.38%
Templeton Foreign A TEMFX 35.0% 4,900 1.17%
Templeton Foreign A TFF1Z 35.0% 4,900 1.17%
Templeton Foreign Adv TFFAX 35.0% 4,900 0.92%
Templeton Foreign R TEFRX 35.0% 4,900 1.42%
Templeton Instl Foreign Eq Ser Primary TFEQX 9.9% 5,200 0.80%
Templeton Instl Foreign Eq Ser Service TFESX 9.9% 5,200 0.95%
Templeton Instl Foreign Eq Ser Service TFESZ 9.9% 5,200 0.95%
Thomas White International TWWDX 41.0% 583 1.34%
Tweedy, Browne Global Value TBGTZ 9.0% 4,600 1.40%
Tweedy, Browne Global Value TBGVX 9.0% 4,600 1.40%
Tweedy, Browne Global Value II Ccy Unhdg TBCUX 5.0% 266 1.42%
Vanguard International Value Inv VTRIX 39.0% 5,800 0.39%
Wells Fargo Advantage Intl Value Adm WFVDX 16.0% 267 1.25%



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Why Are These Metrics Important?


Turnover
Turnover represents how much of a mutual fund's holdings are changed over the course of a year through buying and selling. Active mutual funds have an average turnover rate of about 85%, meaning that funds are turning over nearly all of their holdings every year. A high turnover means you could make lower returns because: 1) buying and selling stocks costs money through commissions and spreads and 2) the fund will distribute yearly capital gains which increases your taxes. Look for funds with turnover rates below 50%. For comparison, ETF turnover rates average around 10% or lower.

Assets
Generally, smaller funds do better than larger ones. The more assets in a mutual fund, the lower the chance that it will beat its index. Managers outperform an index by choosing stocks that are undervalued. In order to find these undervalued stocks, the manager has to know more than his competitors to develop an "edge." There are only a finite number of stocks a mutual fund manager can reasonably analyze and actively track to gain such a competitive edge. When the fund has more assets, the manager must analyze large companies because he needs to take larger positions. Large companies are more efficiently priced in the market and it becomes increasingly difficult to get an edge.

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