Client Conversations: Investing Abroad: Opportunity Knows No Boundaries
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1 Data Sources: World Bank, 2/17; Morningstar, 4/17
2 Data Source: Morningstar, 1/18
3 Russell 1000 Index measures the performance of the large-cap segment of the U.S. equity universe. It includes approximately 1000 of the largest securities based on a combination of their market cap and current index membership.
4 Russell Midcap Index measures the performance of the mid-cap segment of the U.S. equity universe. It includes approximately 800 of the smallest securities based on a combination of their market cap and current index membership. The Russell Midcap represents approximately 31% of the total market capitalization of the Russell 1000 companies.
5 Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe. It includes approximately 2000 of the smallest securities based on a combination of their market cap and current index membership.
6 S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks.
7 MSCI World ex USA Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of 23 developed markets, excluding the U.S.
8 Data Source: Morningstar, 1/18
9 MSCI Emerging Markets Index is a free float-adjusted market capitalization index that is designed to measure equity market performance of emerging markets. The MSCI Emerging Markets Index consists of 21 emerging market country indices.
10 MSCI ACWI ex USA Index captures large and mid cap representation across developed markets (excluding the US) and emerging markets countries.
11 MSCI Europe Index is a free-float adjusted market-capitalization-weighted index designed to measure the equity market performance of the developed markets in Europe: Austria, Belgium, Denmark, Finland, France, Germany, Greece,Ireland, Italy, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, excluding United Kingdom.
All investments are subject to risk, including the possible loss of principal. Foreign investments can be riskier and more volatile than U.S. investments due to the adverse effects of currency exchange rates, differences in market structure and liquidity, as well as political and economic developments in foreign countries and regions (e.g., “Brexit”). These risks are generally greater for investments in emerging markets. Diversification does not ensure a profit or protect against a loss in a declining market.
This information should not be considered investment advice or a recommendation to buy/sell any security. In addition, it does not take into account the specific investment objectives, tax and financial condition of any specific person. This information has been prepared from sources believed reliable but the accuracy and completeness of the information cannot be guaranteed. This material and/or its contents are current at the time of writing and are subject to change without notice. This material may not be copied, photocopied or duplicated in any form or distributed in whole or in part, for any purpose, without the express written consent of Hartford Funds.