At a Glance - Fourth Quarter, 2011
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Asset Managers:
Causeway Capital (Los Angeles, CA)
Principal Global Investors (Des Moines, IA) |
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Download:
Individual Fund Fact Sheet
Fourth Quarter, 2011
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 PDF |
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Strategy
Stocks will generally be above $1.5 billion in market capitalization, and will be selected based upon two complementary styles of investing: 1) a concentrated, low turnover approach of investing in regional and global leaders in industries with high and sustainable earnings and 2) a more diversified portfolio of intrinsically undervalued companies with strong management and sustainability of earnings. For the entire fund portfolio, emphasis is placed on individual stock research and selection.
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3Mo |
1Yr |
3Yr |
5Yr |
Since
Incep. |
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The CUIT International Equity Fund returned 3.86% (Class B, 3.94%), exceeding the benchmark MSCI EAFE Index’s 3.38% return. Stock selection was a positive contributor while sector exposure was neutral. Stock selection was most
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| Market Sector Analysis % |
| Industry Allocation |
IEF |
MSCI EAFE |
| Consumer Discretionary |
12.7 |
10.0 |
| Consumer Staples |
10.1
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11.5
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| Energy |
7.8
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9.2
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| Financials |
15.3 |
21.4 |
| Health Care |
3.9 |
10.0
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