SubadvisorMassachusetts Financial Services Company
Harris Associates L.P.
Morningstar CategoryForeign Large Blend
- Daniel Ling | Massachusetts Financial Services Company | Managed the fund since October 2009
- Filipe Benzinho | Massachusetts Financial Services Company | Managed the fund since May 2016
- David G. Herro, CFA | Harris Associates L.P. | Managed the fund since July 2001
- Michael L. Manelli, CFA | Harris Associates L.P. | Managed the fund since January 2017
The Fund seeks growth of capital over the long-term by investing in foreign equity securities.
The investment seeks growth of capital over the long-term by investing in foreign equity securities. The fund normally invests at least 80% of its net assets in stocks of foreign companies, including companies located in Europe, Latin America, and Asia. It may invest in equity securities of issuers in emerging markets. The fund may but will not necessarily engage in foreign currency forward contracts to attempt to protect against adverse changes in currency exchange rates. It may use futures contracts as a substitute for direct investments.
Fund BasicsReturn to Top
The Fund’s Principal Risks include - Cash Position Risk, Convertible Securities Risk, Derivatives Risk, Equity Securities Risk, Foreign Investment Risk; Emerging Markets Risk; Currency Risk, Geographic Focus Risk, Growth Company Risk, Large Company Risk, Liquidity Risk, Management Risk, Market Risk, Preferred Stock Risk, Sector Risk, Small and Mid-Cap Company Risk, Valuation Risk, and Value Company Risk. Please refer to the summary prospectus (via the link below or by sending an email to firstname.lastname@example.org) for more information on the specific risks.