Average Annual Returns
(as of July 2025)
Risk Profile
The I Fund carries high risk due to its exposure to international stock markets. It is subject to currency fluctuations and the economic and political conditions of developed countries in Europe and Asia.
📊 At a Glance: I Fund Profile
What It Is
A passively managed index fund that invests in thousands of stocks across developed and emerging markets, excluding the USA, China, and Hong Kong. It provides broad exposure to a wide range of international companies.
Investment Objective
To match the performance of the MSCI ACWI IMI ex USA ex China ex Hong Kong Index.
Best For
Investors seeking to diversify their stock holdings beyond the U.S. market. It is for those with a long-term time horizon who are comfortable with the unique risks of international investing, such as currency fluctuations.
📋 Holdings & Fund Details
Top Ten Holdings
Key Fund Details
Key Features & Benefits
🌍 International Diversification
Invest in thousands of stocks across developed and emerging markets outside of the US, China, and Hong Kong, reducing concentration risk.
📈 Developed & Emerging Market Returns
Captures the returns of a broad range of international stock markets, providing exposure to some of the world's largest and fastest-growing non-U.S. companies.
💰 Ultra-Low Costs
With an extremely low expense ratio, the I Fund is a very cost-effective way to gain broad exposure to international equity markets.
💱 Currency Exposure
Your investment is spread across various foreign currencies. A weaker U.S. dollar can enhance returns, while a stronger dollar can reduce them.