In the January 2021 issue of Kiplinger’s Personal Finance magazine, author Nellie Huang profiles the International Small Company Fund. The article entitled “A Foreign Fund With Flair,” unpacks what has made the strategy the top-performing Fund in its category over the five years to Sept. 30, 2020, including:
- Investing in what the managers believe are Exceptional Growth Companies
- A team approach to portfolio management
- Using revenue to define size
- Low historical portfolio turnover
Click here to read the article.
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The performance information quoted represents past performance, which is not a guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted.