Advisor Website Home | Contact Us | Site Map | Help | Career Opportunities

Aligned with Investor Success

We base our decisions on a long-term perspective, which we believe aligns our goals with the interests of our clients. Our portfolio managers average 25 years of investment experience, including 20 years at our company, reflecting a career commitment to our approach.1

The Capital SystemSM


Our investment process, The Capital System, combines individual accountability with teamwork. Each fund is divided into portions that are managed independently by investment professionals with diverse backgrounds, ages and investment approaches. An extensive global research effort is the backbone of our system.

Superior Long-Term Track Record

Our equity funds have beaten their Lipper peer indexes in 90% of 10-year periods and 96% of 20-year periods. Our fixed-income funds have beaten their Lipper indexes in 58% of 10-year periods and 63% of 20-year periods.2 Our fund management fees have been among the lowest in the industry.3

 

 

1 Portfolio manager experience as of December 31, 2012.

2 Based on Class A share results for periods through December 31, 2012. Periods covered
  are the shorter of the fund's lifetime or since the comparable Lipper index inception date.

3 Based on management fees for the 20-year period ended December 31, 2012, versus
  comparable Lipper categories, excluding fund of funds.


Past results are not predictive of results in future periods.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.