The fund seeks long-term growth of capital through investments in the common stocks of non-U.S. companies.
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.
Click on the risk/reward spectrum below to view the funds in that category
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 wherever 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.
* 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.