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Whether you’re looking for a core fund for your portfolio, a sector-specific fund, or want to diversify internationally, we offer a full range of stock funds to pursue your goals.
Stock prices fluctuate widely with market and company conditions, so stock funds are most appropriate for investors with long time horizons. Investments overseas generally carry more risk than investments in U.S. assets, including unfavorable currency exchange rates and political or economic uncertainty abroad. All mutual funds are subject to market risk, including possible loss of principal. Diversification cannot assure a profit or protect against a loss in a declining market.
*Morningstar star ratings are based on risk-adjusted performance. Past performance cannot guarantee future results. The Overall Morningstar RatingTM is derived from a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. Click on the fund name for more information about the fund, including its 3-, 5-, and 10-year (if applicable) Morningstar ratings.
For funds with at least a 3-year history, a Morningstar RatingTM is based on a risk-adjusted return measure (including the effects of sales charges, loads, and redemption fees) with emphasis on downward variations and consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% 4 stars, the next 35% 3 stars, the next 22.5% 2 stars, and the bottom 10% 1 star. Each share class is counted as a fraction of 1 fund within this scale and rated separately.
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