Equity

MREGX

Long-Horizon Equity Fund

Overview

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Performance

Performance

The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. The performance information for periods prior to the inception date of the share class is based on the Fund’s Institutional Shares, adjusted to reflect the fees and expenses applicable to such share class. See the fund prospectus for more details.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of Aug 07, 2020 $0.4 M
Size of Fund (Millions) as of Aug 07, 2020 $256.7 M
Share Class launch date Feb 28, 2007
Asset Class Equity
Morningstar Category World Large Stock
Lipper Classification Global Large-Cap Growth
Benchmark Index MSCI All Country World Index (Net Total Return)
CUSIP 09251W502
Number of Holdings as of Jul 31, 2020 28
Max Offer Price as of Aug 07, 2020 $13.66
Open to New Investors Yes
Turnover Percent in the Annual Report as of Jun 30, 2020 42%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Jul 31, 2020 $ 202,681.3 M
R-Squared (3y) as of Jul 31, 2020 93.49
Beta (3y) as of Jul 31, 2020 0.95
Best 3-Month Return Over the Last 3 Years 3 months ending Jun 30, 2020 17.56%
Worst 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2020 -19.81%
Fund Standard Deviation (3y) as of Jul 31, 2020 16.07

This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Lipper Leader

 
Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Jul 31, 2020 out of 162, 12,206, 162, 94 and 162 Funds, respectively in Lipper's Global Large-Cap Growth classification.

Holdings

Holdings

as of Jul 31, 2020
Name Weight (%)
MONDELEZ INTERNATIONAL INC 5.67
COMCAST CORPORATION 5.57
BOSTON SCIENTIFIC CORPORATION 5.35
MASTERCARD INC 4.73
RECKITT BENCKISER GROUP PLC 4.71
Name Weight (%)
TRANE TECHNOLOGIES PLC 4.69
ALIBABA GROUP HOLDING LTD 4.50
UNITEDHEALTH GROUP INC 4.42
THERMO FISHER SCIENTIFIC INC 4.38
OTIS WORLDWIDE CORP 4.28

Exposure Breakdowns

Exposure Breakdowns

as of Jul 31, 2020

% of Market Value

Type Fund Benchmark Net
as of Jul 31, 2020

% of Market Value

Type Fund Benchmark Net
as of Jul 31, 2020

% of Market Value

Type Fund Benchmark Net
as of Jul 31, 2020

% of Market Value

Type Fund Benchmark Net
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Andrew Wheatley-Hubbard, CFA
Portfolio Manager, Global Dividend Income and Long Horizon

  

Molly Greenen
Molly Greenen
Portfolio Manager

Literature

Literature

 

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