Quick Stats
|
Fiscal Year End
|
October |
| Morningstar Category |
World Stock |
| Inception Date |
12/29/1995
|
| Tax ID |
52-1948053
|
Investment Objective
The fund's objective is long-term growth of capital through investments primarily in the common stocks of established companies throughout the world, including the U.S.
Strategy
Invests in a variety of industries in developed and, to a lesser extent, emerging markets. Normally, the fund will invest in at least five countries, one of which will be the U.S.
Those seeking enhanced appreciation potential over time and greater diversification for their equity investments who can accept the volatility associated with investing in stocks, as well as the special risks that accompany international investing. Appropriate for both regular and tax-deferred accounts, such as IRAs.
Click on the risk/reward spectrum below to view the funds in that category
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Moderate
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This fund offers long-term growth potential by investing primarily in well-established companies throughout the world, including the U.S. This global perspective can help investors take advantage of some of the world’s most promising opportunities while limiting dependence on an individual market’s performance.
This fund has the lowest risk profile of our foreign equity funds because of a mix of international and U.S. stocks and a focus on well-established companies. Share prices are subject to market risk, as well as risks associated with unfavorable currency exchange rates and political or economic uncertainty abroad.