Quick Stats
|
Fiscal Year End
|
December |
| Morningstar Category |
Foreign Large Blend |
| Inception Date |
12/31/1996
|
| Tax ID |
52-2029337
|
Investment Objective
The fund's objective is to seek long-term capital appreciation.
Strategy
The Spectrum International Fund normally invests in developed and emerging market equity funds, a money market fund, and from time to time, international bond funds.
The fund could be an appropriate part of your overall investment strategy if you would like a one-stop approach to broad international diversification and can accept the possibility of significant share price declines in an effort to achieve long-term capital appreciation. The fund can be used in 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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The fund offers a professionally managed allocation of assets among a broad range of stock and, to a lesser degree, bond funds, which, in turn, have holdings in many different foreign countries, industrialized as well as emerging markets, and in both large and small companies. Because it invests in a variety of underlying funds, the fund's performance could benefit from diversification.
This fund is subject to general stock and bond market risks. The fund's share price can fall because of weakness in the broad market, a particular industry, or specific holdings. Funds that invest overseas generally carry more risk than funds that invest strictly in U.S. assets. These risks include currency risk--the effects of negative currency exchange rates. To the extent the fund has investments in emerging market countries, it will be more subject to abrupt and severe price declines.