International Equity
flexPATH Strategies partners with some of the best investment managers in the industry to make these high quality investments accessible to 401(k) Plan Participants with lower fees.
International Equity Fund
(Fidelity)
The Fund seeks capital appreciation in a broad geographic equity mandate. The Fund is managed on the belief that earnings drive stock prices and high-quality growth companies are consistently undervalued by the market due to the common misconception that all companies’ returns on
invested capital, return on investment, or earnings, must “revert to the mean” over time. The sub-advisor to the Fund is Fidelity, which has managed a substantially similar strategy since 2008.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
International Growth Fund II (MFS)
The Fund seeks well-run non-US businesses capable of generating sustainable growth. Management focuses on businesses with strong fundamentals, superior management, and a sustainable competitive advantage The sub-advisor to the Fund is MFS, which has managed a substantially similar strategy since 2008.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
International Stock Fund (PIMCO)
The Fund’s objective is to achieve the highest possible total return over a full market cycle consistent with the investment constraints of investing under normal circumstances at least 80% of its assets in investments that are economically tied to foreign (non-U.S.) countries The sub-advisor to the Fund is PIMCO since 2020 for International Stock Fund.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
WT EuroPacific Growth Trust (American Funds)
This fund is managed by a team of portfolio managers that each individual portions of the portfolio. The portfolio managers are backed by a world-class research organization that also has responsibility for managing a portion of the portfolio. The team uses a fundamental, bottom-up and research-driven investment process to invest in attractively valued companies in developed and emerging markets to provide long-term growth of capital.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.
Emerging Markets Fund (Invesco)
The Emerging Markets Fund seeks to outperform the MSCI Emerging Markets Index on an absolute and risk-adjusted basis over a three- to five-year period on a cumulative basis by employing a bottom-up, benchmark agnostic approach. The sub-advisor to the Fund is Invesco, which has managed a substantially similar strategy since 1996.
The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.