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Wilson, NC 27896
Phone: 252-237-4357
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November/December 2017
Your New Traveling Companion
Want to experience the world from your backyard? Consider adding foreign investments to your portfolio. (1)
U.S. and foreign financial markets may respond differently to economic conditions. Having international exposure may help cushion your portfolio when U.S.-based investments are underperforming.
Your Strategy
Your tolerance for risk can help you decide how much of your asset mix to devote to overseas investments. Investing in areas of the world with developing economies may offer the potential for rapid growth, but they may be more volatile than areas with more established economies.
Your Current Portfolio
Before you allocate money to foreign securities, check your exposure to foreign investments in the U.S. funds you currently own. Domestic funds often include overseas holdings, especially if companies have an overseas presence.
A World of Options
Mutual funds(2) offer a simple way to invest internationally. You can buy funds in a variety of categories.
Global/World funds hold both U.S. securities and securities from foreign countries in their portfolios.
International/overseas funds generally invest exclusively in foreign securities markets in both mature, stable economies and in the more volatile economies of emerging countries.
Regional funds invest in securities from countries in a specific geographical area, such as Latin America or the Pacific Rim.
Country funds limit investments to a single country. International index funds track the performance of a particular index, such as the MSCI EAFE index, which includes stocks from 21 developed markets, excluding the U.S. and Canada.
Your financial professional can help you choose investments that are suitable for pursuing your goals.
1. The risks of investing internationally include changes in currency rates, foreign taxation, differences in auditing and financial standards, and other risks.
2. You should consider the fund’s investment objectives, charges, expenses, and risks carefully before you invest. The fund’s prospectus, which can be obtained from your financial representative, contains this and other information about the fund. Read the prospectus carefully before you invest or send money. Shares, when redeemed, may be worth more or less than their
original cost.
FR2017-0629-0022/E
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