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On November 22, 2019, the Global Growth Fund's name changed to Focused Global Growth Fund.
Investment Opportunities Know No Borders. Focused Global Growth is designed to help investors build capital over time through investments in companies in the U.S. and around the world demonstrating compelling growth potential.
Seeks capital growth.
Global investing opens the door to some of the world’s most successful businesses. Global leaders in many industries are found outside of the U.S., thriving in an integrated world economy. The Focused Global Growth team scours the world, seeking the most attractive investment opportunities with a focus on developed countries.
The managers seek to identify companies in the earliest stages of accelerating fundamental improvement, particularly those whose growth they believe may be sustained by such catalysts as a new product, a technological breakthrough or a business model offering global scale and growth potential. The portfolio is built with attention to the risk being taken compared to the return potential.
International investing involves special risk considerations, including economic and political conditions, inflation rates and currency fluctuations. There is no guarantee that the investment objectives will be met. Dividends and yields represent past performance and there is no guarantee that they will continue to be paid.
Long-term capital growth by investing primarily in large companies in the U.S. and developed countries outside the U.S.
Seeks consistent growth through investments in large companies around the world exhibiting sustainable accelerating earnings growth. May be appropriate as a primary equity holding.
Average annual total returns illustrate the annual compounded returns that would have produced the cumulative total return if the fund's performance had remained constant throughout the period indicated. Returns for periods less than one year are not annualized.
For periods prior to the inception of a class, performance is for the oldest class, restated with applicable fees, if any.
Co-Chief Investment Officer – Global Growth Equity, Senior Vice President, Senior Portfolio Manager
Vice President, Senior Portfolio Manager
Data reflects past performance, assumes reinvestment of dividends and capital gains and is no guarantee of future results. Current performance may be higher or lower than data shown. Investment return and principal value fluctuates. Redemption value may be more or less than original cost. Obtain performance data current to the most recent quarter end.
International investing involves special risks, such as political instability and currency fluctuations.
Please see the prospectus for details about sales charges.
The gross expense ratio is the fund's total annual operating costs, expressed as a percentage of the fund's average net assets for a given time period. It is gross of any fee waivers or expense reimbursement. The net expense ratio is the expense ratio after the application of any waivers or reimbursement. This is the actual ratio that investors paid during the fund's most recent fiscal year. Please see the prospectus for more information.
Only Investor Class shares are made available to investors directly. Advisor, A, C, I, and Y Classes of shares are only available for purchase by institutions or other financial intermediaries. R, R5, and R6 Classes of shares are only available for purchase by group employer-sponsored retirement plans. Review definitions and minimums for all share classes.
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