Podcasts & Videos
Global Small Caps
Recorded August 11, 2014. Past performance is not indicative of future results. Holdings subject to change.
Price-to-earnings (P/E) ratio: Share price divided by earnings per share. Lower numbers indicate an ability to access greater amounts of earnings per dollar invested.
Hedge: Apply strategies meant to mitigate the impact of currency movements on equity returns.
Interest rate risk: The risk that an investment’s value will decline due to an increase in interest rates.
Diversification does not eliminate the risk of experiencing investment losses. You cannot invest directly in an index.
Dividends are not guaranteed and a company’s future ability to pay dividends may be limited. A company currently paying dividends may cease paying dividends at any time.
Russell 2000 Index: measures the performance of the small-cap segment of the U.S. equity universe. The Russell 2000 is a subset of the Russell 3000 Index representing approximately 10% of the total market capitalization of that index. It includes approximately 2000 of the smallest securities based on a combination of their market cap and current index membership.