The fund seeks long-term capital growth by investing primarily in large-cap companies throughout the world, including the U.S.
Investing in at least five different countries including the U.S., the fund targets blue-chip companies. It takes a growth approach to investing, seeking opportunities that have potential for above-average earnings.
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This is a moderate-risk fund because of its mix of international and U.S. stocks and its focus on established companies. The fund is broadly diversified across international markets, which can help reduce volatility relative to funds that concentrate on a particular region or country.
Since the fund invests overseas, its foreign holdings could be affected by declining foreign currencies or adverse political or economic events. In addition, the fundís growth approach carries risk: Because growth funds have higher valuations and lower dividend yields than slower-growth or cyclical companies, the share price volatility may be higher. As such, fund prices could decline further in market downturns than non-growth-oriented funds.
* Annually we evaluate the standard deviation of each US mutual fund listed and its resulting placement within specific risk/return categories.
Methodology: If a fund is at least 5 year old, it is generally placed in risk/return categories based on the standard deviation of its performance for the longest period of its calendar year returns;
the longest time period used for analysis is 10 years (regardless of the fund's inception). If a fund is less than 5 years old, we generally use the fund's primary benchmark disclosed in its prospectus as a proxy and follow the same process of using 10-year standard deviation of the benchmark,
or longest time period available. The firm at its sole discretion may show a fund in a higher risk category based on qualitative or other factors that may differ from this methodology.
See Glossary for additional details on all data elements.
The mutual funds referred to in this website are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. Download a prospectus.