Quick Stats
|
Fiscal Year End
|
October |
| Morningstar Category |
Foreign Large Blend |
| Inception Date |
12/29/2006
|
| Tax ID |
51-0612022
|
Investment Objective
The fund seeks long-term growth of capital through investments in the common stocks of non-U.S. companies.
Strategy
Invests substantially all of its assets in the stocks of large companies outside of the U.S., and diversifies broadly among developed and, to a lesser extent, emerging countries. The fund seeks to select stocks with a favorable combination of company fundamentals and valuation.
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.
Click on the risk/reward spectrum below to view the funds in that category
Highest
Higher
Moderate
Lower
Lowest
The Overseas Stock Fund seeks long-term capital growth by investing in the common stocks of companies outside the U.S. The fund has the flexibility to search out particularly promising stock opportunities where ever they may be. Stocks will be selected that in our view have the most favorable combination of company fundamentals and valuation. The fund’s broad diversification can help reduce its volatility.
The fund has a relatively moderate risk profile due to its broadly diversified portfolio of established companies. Of course, investing overseas holds special risks—political uncertainty, unfavorable currency exchange rates, and to a lesser degree, market illiquidity—which will cause the value of this fund to fluctuate more than that of a similar domestic fund. However, the fund’s flexibility to invest throughout the international marketplace can help reduce volatility relative to funds that concentrate on a particular region or country.