After years of muted gains, international equity strategies may very well be having their moment in the sun. The macroeconomic picture is currently working in favor of these strategies.
Before 2025 even began, some investors and advisors were choosing to opt out of international equity exposure. Back then, it wasn't too difficult to fault them for doing so.
It's no secret that investors and advisors both are contemplating what the U.S. equity market is going to look like in 2025. This uncertainty is understandable.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 12,469 | $798,917.39 | $1.03M | $235,635.54 | 29.49% |
Jeff Ameen Spire Wealth Management | 805 | $46,606.28 | $67,161.15 | $20,554.87 | 44.1% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,971 | $195,907.21 | $246,206.77 | $50,299.56 | 25.68% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,826 | $192,817.98 | $235,391.67 | $42,573.69 | 22.08% |
Jennifer Scott Scott Capital Advisors LLC | 2,986 | $249,092.12 | $248,718.87 | -$373.25 | -0.15% |
| ARCA Exchange | US Country |
The fund described operates as an investment vehicle that primarily focuses on allocating a substantial portion of its assets towards securities that are part of a specified underlying index. This index consists of common stocks from large companies based in developed markets outside the United States. A distinctive feature of this fund is its commitment to investing in businesses that adhere to the Calvert Principles for Responsible Investment. These principles guide the fund’s investment strategy by emphasizing environmental responsibility, social consciousness, and good governance practices among the companies included in its portfolio. The fund's strategy demonstrates a blend of ethical investment practices with the goal of financial return, aiming to attract investors who seek not only financial gains but also wish to contribute positively to societal and environmental outcomes.
This fund invests in securities included in an index that represents large companies in developed markets, excluding the United States. The focus on developed markets aims to tap into the stability and growth potential of established economies, offering investors exposure to international markets while adhering to the principles of responsible investing.
The selection of securities for the fund’s portfolio is guided by the Calvert Principles for Responsible Investment. This approach ensures that investments are made in companies that demonstrate a commitment to environmental sustainability, social responsibility, and strong governance practices. By prioritizing these principles, the fund seeks to generate positive social and environmental impacts alongside financial returns, appealing to investors with specific ethical considerations.