The strategy invests in ETFs, which gives investors access to a broader set of international stocks at lower costs, and offer the ability to own individual countries, segments, regions, and broad asset classes. The International Rotation Strategy’s dynamic management approach may also allow it to more quickly adjust portfolios in response to country-specific economic and political factors than an active mutual fund portfolio.
The strategy dynamically allocates assets among four asset class segments, including
- Euro Plus
- Asia Pacific
- North & South America
- Risk Managed
Explore the Benefits of Investing Internationally
Currently, about 50% of the world’s stock market value lies outside the U.S. By seeking assets across the globe, investors may achieve two important investing objectives: portfolio diversification and opportunity for growth. By investing in non-U.S. companies, investors may spread out their portfolio risk since many countries are lowly-correlated, meaning their economies are likely to perform well at different times. International portfolios may also achieve accelerated growth since they invest in faster-growing economies, particularly in emerging and frontier markets.