Fiscal Year End
|| World Stock
The fund's objective is long-term capital growth by investing primarily in large, established 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.
This fund may be a suitable choice for investors who want to tap the potential of international markets and can accept a moderate level of volatility. It is appropriate for both regular and retirement accounts.
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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.