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International Core

Summary

Summary

KEY FACTS as of 05/29/2020


Strategy Inception Date
Dec 2003
Strategy AUM
$341.7 M
Benchmark
MSCI EAFE® Index - Net Dividends

VEHICLES


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund
  • Series Fund

PORTFOLIO MANAGERS

Matthias A. Knerr
Matthias A. Knerr, CFA

Portfolio Manager

25 Years of Industry Experience

Sue Kim
Sue Kim

Director of Global & Emerging Market Equities

20 Years of Industry Experience

Todd D. Jacobson
Todd D. Jacobson, CFA

Partner & Portfolio Manager

32 Years of Industry Experience

Supported By 35 Investment Professionals with 18 Years Avg. Industry Experience

Portfolio

Portfolio

Country Breakdownas of 05/29/2020

Country Assets
Japan 15.6%
France 9.4%
United Kingdom 8.6%
Switzerland 8.5%
Germany 7.6%
China 6.4%
Denmark 4.2%
Cayman Islands 3.9%
Australia 3.9%
Hong Kong 3.8%
Canada 3.2%
Belgium 2.8%
Netherlands 2.7%
Republic of Korea 2.6%
Taiwan 2.5%
Sweden 2.3%
United States 1.7%
Russian Federation 1.4%
Ireland 1.2%
India 1.1%
Spain 1.1%
Singapore 0.7%
Bermuda 0.6%
Indonesia 0.6%
Type Weighting
Type Weighting
Europe ex-U.K.
Asia/Pacific
Japan
Americas
United Kingdom
EMEA
Cash

CHARACTERISTICS as of 05/29/2020

Portfolio
Portfolio
Number of Holdings 94
Forward P/E 18.3x
Earnings Growth 9.3%
Sales Growth 9.5%
Return on Equity 17.1%
Weighted Average Mkt. Cap $106.3 B

Performance

Performance

International Core Equity – EAFE Plus Institutional Composite

Average Annual Returns as of 06/30/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees -7.14% -0.88% 2.15% 2.34% 5.54% 5.20%
Net of Fees -7.68% -2.03% 0.99% 1.22% 4.56% 4.29%
MSCI EAFE® Index - Net Dividends -11.34% -5.13% 0.81% 2.05% 5.73% 4.79%

Calendar Year Returnsas of 06/30/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 22.87% -17.29% 26.50% -0.77% -1.79% -8.28% 24.73% 15.55% -11.31% 7.64%
Net of Fees 21.45% -18.23% 25.13% -1.79% -2.61% -8.95% 23.79% 14.66% -12.12% 6.84%
MSCI EAFE® Index - Net Dividends 22.01% -13.79% 25.03% 1.00% -0.81% -4.90% 22.78% 17.32% -12.14% 7.75%

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