The Global Equity Research Portfolio invests worldwide in high-quality, growing companies based on our analysts’ recommendations.
Fact Sheet
Investment Documents
Performance (%)
Current Pricing
Returns are annualized for periods greater than one year.
Performance data quoted represents past performance; past performance is not a guarantee of future results. The 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 of the Portfolio may be lower or higher than the performance quoted.
Investment performance reflects fee waivers and in the absence of these waivers investment performance would be reduced.
Fund Facts
Portfolio
Distributions
The information in the table above is provided on a per share basis. Actual distributions may differ.
¹August 31, 2023 estimates.
*Information is not available.