VNGYX – Vontobel Global Equity Y Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The fund may invest in equity securities of issuers located throughout the world, including issuers in emerging markets countries and issuers in the United States. The equity securities in which the fund invests will primarily be common stock on established securities exchanges.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
VNGYX	Vontobel Global Equity Fund Y Shares	No Load	Open	—		Aug 5, 2024	$3,418.00	0.580%	Low	$1,000	$3,448.78
VNGAX	Vontobel Global Equity Fund A Shares	No Load	Open	—		Aug 5, 2024	$306.00	0.920%	Average	$0	$23,424.76
VNGIX	Vontobel Global Equity Fund Institutional Shares	Institutional	Open	—		Aug 5, 2024	$15.80M	0.580%	Low	$1M	−$6.27M

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