World Stock Category

World-stock portfolios have few geographical limitations. It is common for these portfolios to invest the majority of their assets in the U.S., Europe, and Japan, with the remainder divided among the globe’s smaller markets. These portfolios typically have 20%-60% of assets in U.S. stocks.

Abbreviation: WS

Broad Asset Class: International Stock

Primary Index: MSCI EAFE NR USD

Secondary Index: MSCI World NR USD