International Developed Plus Fund

Investment Objective

Capital Appreciation

Fund Characteristics

The International Developed Plus Fund seeks to invest in foreign companies with superior quality and growth characteristics relative to competitors, emphasizing large and medium cap companies, with limited small cap and emerging markets exposure.

Investment Approach

  • Seeks to invest in stocks of well-managed, quality growth companies expected to maintain superior growth, profitability and quality relative to other companies in the same industry worldwide
  • The selection of individual stocks through in-depth, bottom-up research is the Fund’s primary focus. Industry sector allocation and country selection are the next most important investment criteria
  • Invests primarily in common stocks of large and medium-sized companies included in the Morgan Stanley Capital International All Country World Ex-U.S. Investable Market Index (IMI) (net).

Why Consider This Fund?

  • Provides a high quality portfolio emphasizing mid and large cap companies with strong corporate performance
  • Focuses on developed markets while also providing some exposure to emerging markets
  • Applies comprehensive research systematically in an international peer context

The Fund’s returns will vary, and you could lose money by investing in the Fund.  The Fund holds equities which may decline in value due to both real and perceived general market, economic, and industry conditions. International investing involves special risk considerations, including currency fluctuations, lower liquidity, economic and political risk. Investing in emerging markets can increase these risks, including higher volatility and lower liquidity. Investing in smaller and medium capitalization companies involves special risks, including higher volatility and lower liquidity. Small and mid-cap stocks are also more sensitive to purchase/sale transactions and changes in the issuer’s financial condition. Diversification does not ensure against loss.