US Mutual Funds - News and Announcements
 
Not satisfied with the pace of regulatory response, Brandes Investment Partners joined hands with other asset managers to develop “best practices” and industry standards within the trading community, while working with regulators and legislators.   Read More
Director of Investments Louis Lau, CFA, discusses the areas with the most value potential among Chinese companies. As concerns about China’s growth dominate headlines, Mr. Lau emphasizes the importance of understanding company fundamentals when making investment decisions.    Read More
Asset managers discuss factors that contributed to the recent selloff in emerging markets, including weakening currencies in some EM countries, slowing growth and sliding commodity prices.    Read More
Serving as the Chairman of the Irish Fund of Canada, Oliver Murray, Managing Director of Portfolio Management and Client Services at Brandes, is still in touch with his Irish roots, almost three decades after he left his home country.    Read More
Recent EM turmoil results in select companies dropping to what we see as unjustifiably low prices—creating value opportunities for those with the discipline to focus on fundamentals.   Read More


Fund holdings and sector allocations are subject to change at any time and should not be considered recommendations to buy or sell any security.

Morningstar rating information available here.

Book Value: Assets minus liabilities. Also known as shareholders’ equity.

Convertible Bond: A bond that the holder can convert into a specified number of shares of common stock in the issuing company or cash of equal value. 

The MSCI Brazil, Peru, Mexico and Argentina indices measure large and mid cap equity performance in their named countries. MSCI has not approved, reviewed or produced this report, makes no express or implied warranties or representations and is not liable whatsoever for any data in the report. You may not redistribute the MSCI data or use it as a basis for other indices or investment products.

The MSCI Emerging Markets Index with net dividends captures large and mid cap representation of emerging market countries.

The S&P 500 Index with gross dividends measures equity performance of 500 leading companies in industries of the U.S. economy.

The rating is based on performance over two full market cycles (April 2000 – May 2015). An A+ grade went to the top 5% of funds and an A to the next 20%. Bs, Cs, Ds and Fs went to 25%, 25%, 20% and 5%, respectively. To land a double-A grade, a fund had to come out in the top quartile in both bull and bear markets.

A Lipper Fund Award is awarded to one fund in each Lipper classifi cation for achieving the strongest trend of consistent risk-adjusted performance against its classifi cation peers over a three, fi ve or ten-year period.

Because the values of the Fund's investments will fluctuate with market conditions, so will the value of your investment in the Fund. You could lose money on your investment in the Fund, or the Fund could underperform other investments. The values of the Fund’s investments fluctuate in response to the activities of individual companies and general stock market and economic conditions. In addition, the performance of foreign securities depends on the political and economic environments and other overall economic conditions in the countries where the Fund invests. Emerging country markets involve greater risk and volatility than more developed markets. Some emerging markets countries may have fixed or managed currencies that are not free-floating against the U.S. dollar. Certain of these currencies have experienced, and may experience in the future, substantial fluctuations or a steady devaluation relative to the U.S. dollar. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales.

Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee or representation made by Lipper. Any use of the data for analyzing, managing or trading fi nancial instruments is at the user’s own risk. This is not an offer to buy or sell securities. Lipper Analytical Services Inc. is an independent mutual fund research and rating service.

The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world’s top funds, fund management fi rms, sell-side fi rms, research analysts and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards, the StarMine Analyst Awards and the StarMine Broker Rankings. For more information, please contact market.awards@thompsonreuters.com or visit 
excellence.thompsonreuters.com