Description

This fund typically allocates a minimum of 80% of its capital to common equities that are part of the MSCI EAFE Index, a benchmark that monitors the performance of international stock markets. To mirror the returns of this index, the portfolio manager employs statistical sampling. This process considers various factors, including market capitalization, industry sector allocation, dividend income, valuation metrics like price-to-earnings (P/E) and price-to-book (P/B) ratios, earnings expansion, and geographical distribution.