Prime markets around the world have high investment potential. In fact, over half of the world’ s capitalization exists beyond the U.S. We believe it is strategically sound to invest in funds that include domestic and global markets. Seeking exposure to these markets can provide investors with many benefits including:
- Potential for faster growth
- Abundant choices
- Diversified portfolios
- Emerging market exposure
We strive to provide this global investment option so you can bring it home.
The Global Fund Investment Objective
The objective of the Global Fund is to provide long-term capital appreciation and current income. To capture both the United States and global investment exposure, the fund was created. This fund invests in both equities and debt instruments of United States and non-United States entities.
The investment management of the Global Fund seeks to understand the productive capabilities of nations as they produce products and services to not only meet their own needs, but the needs of other countries. Owning companies that produce products and services designed to meet the future needs of people is important to the management of the Fund and allows the fund to be in the pathway of progress through time.
Risks of Investment
Learn about the principal risks of investing in the Global Fund, which includes market, foreign security and geographic risk.