The Overseas Stock Fund seeks large, high-quality companies outside the U.S. to add broad international diversity to your portfolio. Our investment professionals travel the world to find promising value in different countries, as well as different industries and markets.
Invest in the Overseas Stock Fund for:
- Broad international exposure.
By investing only in U.S. stocks, you may be missing many of the world’s equity opportunities. The Overseas Stock Fund offers a simple way to get broad international exposure in one fund.
- Savings on expenses.
This fund's low cost relative to peers1 creates value for your investments.
- Our strategic investing approach.
Led by Portfolio Manager Raymond A. Mills since 2006, our on-the-ground investment professionals around the world provide expertise and firsthand insight into international markets. By leveraging our size, resources, and rigorous proprietary research, we’re able to go deeper to identify promising opportunities that others might miss.
Morningstar RatingsTM are based on risk-adjusted returns. Click on “Overall Morningstar Rating” for the fund’s 3-, 5-, and 10-year (if applicable) Morningstar RatingsTM.
Over 4002 of our investment professionals go out into the field to see firsthand how companies are performing.
- Our skilled portfolio managers are driven by a passion for exploration and understanding.
- We seek returns that go beyond the limitations of simply following an index.
Past performance cannot guarantee future results.
Investing overseas holds special risks—political uncertainty, unfavorable currency exchange rates, and to a lesser degree, market illiquidity—which will cause the value of this fund to fluctuate more than that of a similar domestic fund.
*Morningstar rated the Overseas Stock Fund 4-, 3-, 4-, and 4-stars among 644, 644, 514 and 384 Foreign Large Blend funds for the overall rating and the 3-, 5-, and 10-year periods (as applicable) ending 3/31/19, respectively.
The Morningstar RatingTM for funds, or “star rating,” is calculated for funds with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
Source for Morningstar data: © 2019 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
1Source: Lipper Inc. The fund’s expense ratio was 35.71% lower than the Lipper International Large-Cap Funds Average (0.81% for the fund versus 1.26% for the category average). The fund’s expenses are as of its fiscal year ended 12/31/17, as shown in the prospectus dated 5/1/18. Lipper expenses are based on fiscal year-end data available as of 3/31/19.
2As of 12/31/18.