Strategy

Seeks long-term growth of capital by:

  • Investing primarily in stocks of emerging markets companies with strong fundamentals that offer compelling growth potential

  • Focusing on businesses with solid, durable growth, strong and sustainable competitive advantages, high returns on invested capital and robust free-cash-flow generation

  • Emphasizing sustainable, long-term growth rather than more volatile, cyclical growth

Portfolio Management Team




Investment Risks to Consider

These and other risks are described in the Fund’s prospectus

Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:

  • Derivatives risk
  • Emerging-markets risk
  • Equity securities risk
  • Fixed-income securities risk
  • OTC derivatives counterparty risk
  • Portfolio turnover risk
  • Smaller capitalization companies risk


Fund Literature