| | | Morningstar Overall Rating: |  | | Total Assets: | 1.70B | | Category: | World Stock | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 34.98% | | 5y Avg Return: | 5.21% | | Rank in Category (ytd): | 202 | | % Rank in Category (ytd): | 26.9% | | Beta (3y): | 0.93 | | Morningstar Risk Rating: | Above average |
|
| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund typically invests between 25-75% of total assets in securities of U.S. companies and between 25-75% of total assets in securities of non-U.S. companies. Its foreign investments include foreign government obligations and foreign common stock. The fund does not expect to invest more than 15% of assets in securities of companies based in emerging markets. | | | Fund Profile |
|
Help
0.27 (1.46%) 
Summary
Add OAKGX to Portfolio 
Download Data
