Fund Description

The fund normally invests at least 80% of assets in securities of Danish, Finnish, Norwegian, and Swedish issuers and other investments tied economically to the Nordic region, primarily in common stocks. It allocates investments across different Nordic countries and may invest up to 35% of total assets in any industry that accounts for more than 20% of the Nordic market. Issuer ties may be assessed using vendor classifications, domicile and asset location, revenue and asset exposure thresholds, government guarantees, and primary trading market or listing exchange. It selects investments using fundamental analysis of issuer, market, and economic factors.