Emerging markets offer a vast opportunity set for investors seeking increased exposure to international equities beyond developed markets. The following video highlights the attractiveness of emerging markets as a potentially compelling equity asset class.
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Past performance is not a guarantee of future results. The indexes are unmanaged, returns do not reflect any fees, expenses, or sales charges, and they are not available for direct investment.
The MSCI Emerging Markets Index measures equity market performance in global emerging markets. This index is free float-adjusted market cap-weighted and calculated on a total return basis with dividends reinvested.
The MSCI All Country World (ACWI) Is a free float-adjusted market capitalization-weighted index that measures equity performance of developed and emerging markets.
The S&P 500® Index is a free-float market-capitalization weighted index of 500 of the largest U.S. companies. The index is unmanaged, its return does not reflect any fees, expenses, or sales charges, and it is not available for direct investment.
Important Risk Considerations
Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small or medium-sized companies may enhance that risk. Foreign & Emerging Markets: Investing in foreign securities, especially in emerging markets, subjects the portfolio to additional risks such as increased volatility, currency fluctuations, less liquidity, and political, regulatory, economic, and market risk. Non-Diversified: The portfolio is not diversified and may be more susceptible to factors negatively impacting its holdings to the extent the portfolio invests more of its assets in the securities of fewer issuers than would a diversified portfolio. Geographic Concentration: Events negatively affecting the fiscal stability of a state, country, or region will cause the value of the portfolio's shares to decrease. Because the portfolio concentrates its investments in a state, country, or region, the portfolio is more vulnerable to those areas' financial, economic, or other developments. Market Volatility: The value of the securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Price changes may be short- or long-term. Local, regional, or global events such as war or military conflict (e.g., Russia's invasion of Ukraine), acts of terrorism, the spread of infectious illness (e.g., COVID-19 pandemic) or other public health issues, recessions, or other events could have a significant impact on the portfolio and its investments, including hampering the ability of the portfolio's manager(s) to invest the portfolio's assets as intended.
Not insured by FDIC/NCUSIF or any federal government agency. No bank guarantee. Not a deposit. May lose value.
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