International Small Cap Growth Fund

Investment Objective

Capital Appreciation

Morningstar Category
Foreign Small/Mid Growth

Fund Characteristics

The International Small Cap Growth Fund seeks to invest in foreign small cap companies with superior quality and growth characteristics relative to competitors.

Investment Approach

  • Seeks to invest in stocks of well-managed, quality growth companies expected to maintain superior growth, profitability and quality relative to local markets and relative to companies within the same industry worldwide
  • The selection of individual stocks through in-depth, bottom-up research is the Fund's primary focus. Following stock selection, analysis of the economic strength of various industries and countries are the next most important investment criteria

Why Consider This Fund?

  • Reflects a long history of identifying undiscovered small companies with strong management teams and unique capabilities
  • Provides broad small cap exposure across non-U.S. developed and emerging markets
  • Employs dedicated small cap analysts to ensure coverage of expanding opportunity set

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 companies involves special risks, including higher volatility and lower liquidity. Convertible securities may be called before intended, which may have an adverse effect on investment objectives.  Diversification does not ensure against loss.