How many times, since 1994, has the fund had an annual return greater than 25%?
What is 4
100
What benchmark is used on the report?
What is S&P 500 TR USD.
100
What item is pictured on the cover of the Investor Guide?
What is a Spyglass.
100
In the October Monthly competitive Book, 2 Competitors International Equity Funds were listed as increasing their star rating from 3 to 4 stars. Name one.
What are American Funds Global Balanced and Waddell & Reed Asset Strategy.
100
What is the fund's stated goal?
What is Capital Appreciation.
200
What is the Total Annual Operating Expenses (%) for class A shares?
What is 1.28%
200
What is the 5 year Beta?
What is 0.77.
200
What portfolio manger is quoted on page 1?
Who is Philippe Brugere-Trelat.
200
What were the outflows from Pimco Total Return Fund for calendar year through 9/30/2014?
What is $36.7 Billion.
200
What is the fund's Lipper Category?
What is Global Multi-Cap Value.
300
What are the top three holdings? (In Order)
What are Merck, Apple and Microsoft.
300
What is the 5 year downside capture ratio?
What is 80.54.
300
How many combined years of investment experience do Langerman and Trelat have?
What is 59+.
300
What percentage of American Funds equity funds are 4 or 5 star rated as of 9/30?
What is 71%
300
What is the fund's Maximum Foreign Exposure?
What is 100%
400
As of Sept 30th, what percentage of the fund is Cash & Other Nets Assets?
What is 9.06.
400
Name 2 of the 4 funds that are used for comparison to Mutual Glabal Discovery on the report.
What are American Capital World, MFS Global Equity, Oakmark Global Select, Oakmark Global.
400
How much would an initial $10,000 investment, on the inception date, be worth on June 30th, 2014?
What is $114,921.
400
What competitor's International Equity Fund decreased from 2 to 1 star?
What is Dreyfus International Value.
400
What year did Timothy Rankin join the fund's management team?
What is 2010.
500
What is the R6 Share Class Ticker?
What is FMDRX
500
What is the 1 year downside capture?
What is 106.11
500
What is the zip code for our San Mateo office?
What is 94403
500
What is the fund's total net assets as of 6/30/2014?
What is $25.9 Billion.
500
Name the fund's investmet strategy?
What is
• Focused on developed markets; including U.S. markets
• Invests primarily to predominantly in large and mid-cap equities