|
|
|
|
|
|
|
|
|
|
|
|
|
|
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.
|
Strategy : The Emerging Markets Fund invests at least 80% of its net assets in securities of companies located in or whose businesses are closely associated with the world’s emerging markets countries. The Fund may invest up to 20% of its net assets in securities of companies in other less developed countries, sometimes known as “frontier market” countries, as well as developed market countries, including the U.S.
|
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.
|
Before you invest in The Thomas White Funds, please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hard copy of the prospectus by calling 1-800-811-0535. The prospectus should be read carefully before you invest or send money.
The Thomas White Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Mutual fund investing involves risk. Principal loss is possible. Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are greater for emerging markets.
While the funds are no-load, management fees and other expenses still apply. Please refer to the prospectus for further details. Diversification does not assure a profit of protect against a loss in a declining market.
Performance data is based upon past performance, which is no guarantee of future results.
The Thomas White Funds are distributed by Quasar Distributors, LLC
* As of 7/31/2011, the Fund received 3 stars for the 3 year period, 5 stars for the 5-year period, and 5 stars for the 10-year period among 310, 252 and 146 Foreign Large Value funds, respectively. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating TM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.)
Copyright 2011, Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.