Click on the risk/reward spectrum below to view the funds in that category
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.
* 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.