International Equity Options (Stocks)
In addition to the U.S. equity investment options, we also offer International Equity (stock) investment options for those seeking an investment with the stocks of international companies. Just as with all equity fund investments, these offer a higher level of risk along with the potential for higher returns over time.
|International Equity Options (Stocks)
||Investment Style/ Characteristics
|Dimensional Fund Advisors World ex U.S Core Equity Portfolio Show Details
||To achieve long-term capital appreciation
||International Core Equity Portfolio, Emerging Markets Core Equity Portfolio, and/or securities of international companies
||Exposure to international equities in both developed and emerging marketing with an emphasis on small capitalization and value companies Show Details
Dimensional Fund Advisors World ex U.S. Core Equity Portfolio - Investment Strategy
The World ex U.S. Core Equity Portfolio seeks to achieve its investment objective through exposure to a broad and diverse group of securities of non-U.S. companies in countries with developed and emerging markets with a greater emphasis on small capitalization and value companies as compared to their representation in the Non-U.S. Universe. For purposes of the portfolio, Dimensional Fund Advisors LP defines the Non-U.S. Universe as a market capitalization weighted portfolio of non-U.S. companies in developed and emerging markets that have been authorized for investment as approved markets by the Dimensional's Investment Committee. The portfolio's increased exposure to small capitalization and value companies may be achieved by decreasing the allocation of the portfolio's assets to the largest growth companies relative to their weight in the Non-U.S. Universe, which would result in a greater weight allocation to small capitalization and value companies. An equity issuer is considered a growth company primarily because it has a low, non-negative book value in relation to its market capitalization. Securities are considered value stocks primarily because a company's shares have a high book value in relation to their market value. Dimensional determines company size on a country or region specific basis and based primarily on market capitalization. When investing directly in securities of non-U.S. companies, Dimensional may adjust the representation in the portfolio of an eligible company, or exclude a company, after considering different valuation ratios and/or profitability. In assessing profitability, Dimensional may consider different ratios, such as that of earning or profits from operations relative to book value or assets.
See more about the Investment Strategy in the Offering Statement.
|Vanguard Total International Stock Index Option Show Details
||To track the performance of a benchmark index that measures the investment return of stocks issued by companies in developed and emerging markets, excluding the United States
||Vanguard Total International Stock Index Fund
||Employs an indexing investment approach designed to track the performance of the FTSE Global All Cap Ex U.S. Index Show Details
Vanguard Total International Stock Index Option (International Stocks) - Investment Strategy
The portfolio invests 100% of its assets in Vanguard Total International Stock Index Fund, which employs an indexing investment approach designed to track the performance of the FTSE Global All Cap Ex US Index, a free-float adjusted market-capitalization-weighted index designed to measure equity market performance of companies located in developed and emerging markets, excluding the United States. The index includes approximately 5,715 stocks of companies located in 45 countries. The fund invests all, or substantially all, of its assets in the common stocks included in its target index.
Go Into Detail
CollegeAdvantage Offering Statement and Participation Agreement