The fund offers a broad, inclusive portfolio of global stocks outside the US. Unlike some peer funds, it covers small-caps in market-like proportion, which is to say, a relatively small part of the portfolio. The underlying index is derived from the FTSE Global Equity Index Series, which covers 98% of the worlds investable market capitalization. Index constituents are categorized in accordance with the Industry Classification Benchmark and are screened for investability and liquidity. The resulting portfolio is weighted according to market capitalization. The index is reviewed semi-annually in March and September.
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