Quick Stats
|
Fiscal Year End
|
October |
| Morningstar Category |
Foreign Large Value |
| Inception Date |
12/21/1998
|
| Tax ID |
52-2133763
|
Investment Objective
The fund's objective is long-term growth of capital and reasonable income through investments primarily in common stocks of mature, dividend-paying, non-U.S. companies.
Strategy
Invests in large-capitalization, dividend-paying companies outside the U.S. The stock selection reflects a value orientation.
Those who seek capital appreciation over time and greater diversification for their equity investments and who can accept the price declines associated with investing in stocks, as well as the special risks that accompany international investing.
Click on the risk/reward spectrum below to view the funds in that category
Highest
Higher
Moderate
Lower
Lowest
This fund offers long-term capital growth potential and reasonable income by using a value-oriented approach to invest in stocks of established, non-U.S. companies. Investors will also benefit from the fund's dividend focus since reinvested dividends may enhance total returns over time.
In addition to the inherent risks of investing abroad, including unfavorable currency exchange rates, is the possibility that a stock judged to be undervalued may actually be appropriately priced.