The Funds
The advisor of the Thomas White Funds searches the globe for attractive investment opportunities among the growing number of international publicly-traded companies. Two no-load funds are offered:
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Objective : Long-term capital growth
Strategy : The International Fund primarily invests in equity securities of companies located in the world’s developed countries outside the U.S. Under normal market conditions, the Fund will invest in companies located in at least 10 countries outside of the U.S., and will invest less than 10% of its assets in U.S. companies. Generally, equity investments will represent a diversified portfolio of predominantly larger companies. There may also be a portion of the International Fund’s assets invested in companies from emerging market conditions.
Fund Overview |
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Objective : Long-term capital growth
Strategy : The American Opportunities Fund primarily invests in equity securities of mid-sized U.S. companies. Most of the stocks held by the Fund are selected from the 800 companies in the Russell Midcap index. The Advisor currently researches over 2,300 issuers monthly and may purchase any of these stocks for the American Opportunities Fund. The Fund may also invest in equity securities of smaller and larger U.S. companies.
Fund Overview |