The fund's primary objective is capital growth. Management attempts to achieve this goal by investing at least 80% of assets in the securities of non-U.S. companies. To this end, management uses a bottom-up investment approach. When examining issues for inclusion in the portfolio, it looks at each company's prospects and the factors that are likely to be growth-drivers. Management's research focuses on a company's business model, financial strength, business franchise, and the leadership ability of a company's management team. Competitors, suppliers, and customers are also examined, in an attempt to develop estimates of a company's earnings power. Management will also research macroeconomic factors, but only to the extent that the factor will affect an individual company. Valuation is determined using price-to-earnings ratios and price-to-cash flow. When looking at valuations, management also takes into consideration the degree to which a company is leveraged. Although management is allowed by prospectus to hedge currency risk, it generally does not make use of this technique.
Median Mkt Cap Net Assets Exp Ratio *Redemption Fee *Max Front Load *Max Back Load *Min Inv *Min IRA Manager Name | Start Date
28444($Mil) 9000($Mil) 0.88% 2.00% 0.00% 0.00% 2500 500 Brent Lynn | 1/01/2001 Net Assets 1 Yr Return* 5 Yr Return* 10 Yr Return* Since Inception 9000 50.18 33.32 14.63 16.46
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