Equity Funds. Xxxx Price International Funds, Inc. on behalf of: X. Xxxx Price Global Industrials Fund
Equity Funds. Rowe Price Institutional Equity Funds, Inc., on behalf of T. Rowe Price Institutional Concentrated Large-Cap Value Fund T. Rowe Price International Funds, Inc., on behalf of T. Rowe Price Overseas Stock Fund
Equity Funds. Rowe Price Institutional Equity Funds, Inc., on behalf of T. Rowe Price Institutional U.S. Structured Research Fund
Equity Funds. Rowe Price Institutional International Funds, Inc., on behalf of T. Rowe Price Institutional Africa & Middle East Fund
Equity Funds. Xtrackers FTSE Developed ex US Multifactor ETF 0.35% N/A February 28th
Equity Funds. Rowe Price Institutional International Funds, Inc., on behalf of T. Rowe Price Institutional Africa & Middle East Fund Add the following Funds to the Global Service Proxy and Russian Rider:
Equity Funds. The Hartford Balanced Income Fund The Hartford Capital Appreciation Fund Hartford Core Equity Fund The Hartford Dividend and Growth Fund Hartford Environmental Opportunities Fund The Hartford Equity Income Fund Hartford Global Impact Fund The Hartford Growth Opportunities Fund The Hartford International Opportunities Fund The Hartford MidCap Fund The Hartford Small Cap Growth Fund The Hartford Small Company Fund
Equity Funds. Rowe Price Institutional Equity Funds, Inc., on behalf of T. Rowe Price Institutional U.S. Structured Research Fund Add the following Funds to the Global Service Proxy Rider:
Equity Funds. Equity funds are subject to normal market fluctuations and other risks inherent in investing in equity securities. There can be no assurance that any appreciation in the value of investments will occur. The value of equities may fall as well as rise and as a class of investment, equities are typically more volatile than other common investment types such as bonds or cash. Equities as a class have historically outperformed other types of investments over the long term. Individual stocks prices, however, tend to go up and down more significantly over the short term. These prices movements may result from factors affecting individual companies or industries, or the securities market as a whole. The value of equities and equity-related securities can be affected by daily stock markets movements. Other influential factors include political, economic news, company earnings and significant corporate events If your holdings include “Small Cap” funds these will have additional risks. This is because they often invest assets in small and / or start-up companies. Such investments increase the risk of greater price fluctuations and loss.
Equity Funds. The USAA Emerging Markets Fund seeks capital appreciation by normally investing at least 80% of the Fund’s assets in equity securities of emerging market companies. The “equity securities” in which the Fund principally invests are common stocks, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. This 80% policy may be changed upon at least 60 days’ written notice to shareholders. The USAA Growth Fund seeks long-term growth of capital by investing in a diversified portfolio of equity securities selected for their growth potential. Although the Fund will invest primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities including securities issued in emerging markets. The Fund employs a multi-manager structure with the underlying managers implementing fundamentally driven security selection investment processes that focus on companies exhibiting high levels of growth. The Fund may also invest in warrants, rights, real estate investment trusts, convertible securities, and in nonconvertible debt securities when it is believed that these securities will offer a good prospect for appreciation. The USAA Income Stock Fund seeks current income with the prospect of increasing dividend income and the potential for capital appreciation by normally investing at least 80% of the Fund’s assets in common stocks, with at least 65% of the Fund’s assets normally invested in common stocks of companies that pay dividends. This 80% policy may be changed upon at least 60 days’ written notice to shareholders. The Fund attempts to provide a portfolio with a dividend yield that is, overtime, at or above the average of the Xxxxxxx 1000 Value Index. Although the Fund will invest primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities, including securities in emerging markets. The portfolio may include common stocks, depositary receipts, real estate investment trusts (“REITs”), securities convertible into common stocks, and securities that carry the right to buy common stocks. Additionally, the Fund may invest in derivatives, including futures and options and may write (sell) covered call options on the securities it holds to generate income. The USAA International Fund seeks capital appreciation by normally investing at least 80% of its assets in equity securities of foreign (including emerging markets) companies. The “equity securities” in w...
