Benchmark
MSCI ACWI IMI net
Types of Investments
The Fund will invest, directly or indirectly, at least 80% of its net assets in equity securities of U.S. and foreign companies, primarily via shares of registered, open-end investment companies and exchange-traded funds (“ETFs”) that are principally invested in the equity securities of U.S. companies, foreign companies in developed markets and/or companies located in emerging markets. The Fund also will generally be invested in underlying funds who are principally invested in at least three foreign countries. The Fund generally will purchase the stocks and other equity securities directly or through sponsored or unsponsored depositary receipts.
Investment Providers
DFA, AQR, iShares, Vanguard
Investor Profile
Typical investors in this fund are seeking long-term growth taking the federal income tax implications of investment decisions into consideration and are willing to accept potentially significant share price volatility.