VALIC Company I International Socially Responsible Fund (VCSOX)

Overview

The fund is a specialized investment vehicle that aims to combine financial returns with social impact. By adhering to strict social criteria, the fund selects companies for investment, ensuring that investors' money contributes positively to society. It maintains a global focus, requiring investments in at least three different countries, diversifying exposure and potential risk. A significant portion of its assets is allocated to foreign securities, adjusting the minimum threshold based on prevailing market conditions. This approach reflects the fund's commitment to international diversification and social responsibility, making it an attractive option for ethically minded investors looking to make a global impact.

Products and Services

• Equity Securities Investment

Invests a minimum of 80% of its net assets in the equity securities of companies that align with the fund's stringent social criteria. This includes a comprehensive selection process to ensure investments not only offer potential financial returns but also adhere to specific ethical standards, benefiting society at large.

• Global Diversification

Commits to investing in companies located in at least three different countries, with a significant portion of the net assets placed in foreign securities. This global investment strategy aims to spread risk and seize international opportunities that meet the fund's social and ethical criteria.

• Flexible Foreign Assets Allocation

Maintains flexibility in its allocation to foreign securities, investing at least 40% under normal market conditions. However, in unfavorable conditions, it ensures a minimum of 30% of net assets are invested in foreign securities. This strategy ensures the fund is well-positioned to adapt to changing global market dynamics while upholding its commitment to social criteria.