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CGAVX Causeway Global Absolute Return Inv

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Fund CGAVX Causeway Global Absolute Return Inv
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Similarity
?
100%
Annual Fees
?
$216.72
(2.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$10,172.56
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 8.11%
3 YR 0.55%
5 YR 2.56%
10 YR --
Description
The investment seeks long-term growth of capital with low or no correlation to the MSCI World Index. The fund takes long and short exposures in common and preferred stocks of companies located primarily in developed countries outside the U.S. and of companies in the U.S. To obtain exposure to long and short positions in securities, the fund enters into one or more total return equity swap agreements (each, a "swap agreement"). The Investment Adviser uses its quantitative investment strategy designed to identify short exposures that the Advisor expects to underperform the MSCI World Index to manage the fund's short exposures.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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