A growth-style equity fund seeking strong long-term growth from investments around the world.
Is this fund right for you?
- A person who is investing for the longer term, seeking the growth potential of foreign stocks and is comfortable with Medium risk.
- Since the fund invests in stocks its value is affected by stock prices, which can rise and fall in a short period of time.
Risk Rating
How is the fund invested?
(as of September 30, 2021)
Asset allocation (%)
|
Name |
Percent |
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Geographic allocation (%)
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Name |
Percent |
|
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Sector allocation (%)
|
Name |
Percent |
|
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Growth of $10,000
(since inception)
Data not available based on date of inception
Fund details
(as of September 30, 2021)
| Top holdings |
% |
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| Total allocation in top holdings |
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| Portfolio characteristics |
|
| Standard deviation |
- |
| Dividend yield |
0.7% |
| Average market cap (million) |
$342,512.8 |
Understanding returns
Annual compound returns (%)
| 1 MO |
3 MO |
YTD |
1 YR |
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| 3 YR |
5 YR |
10 YR |
INCEPTION |
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Calendar year returns (%)
|
2020 |
2019 |
2018 |
2017 |
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|
2016 |
2015 |
2014 |
2013 |
| {{snapShot.Return5YrCalendar|customNumber:1}} |
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Range of returns over five years
(Data not available based on date of inception)
| Best return |
Best period end date |
Worst return |
Worst period end date |
|
- |
- |
- |
- |
| Average return |
% of periods with positive returns |
Number of positive periods |
Number of negative periods |
|
- |
- |
- |
- |