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Benchmarks
performance-benchmarks
Fund Name Benchmark
iconExcel Billionaire Leaders Fund Morgan Stanley Capital International (“MSCI”) All Country World Index Free Index
iconExcel Blue Chip Equity Fund Morgan Stanley Capital International (“MSCI”) World Index
iconExcel EM Blue Chip Balanced Fund Blended benchmark comprised of:
  • 40% Morgan Stanley Capital International (“MSCI”) World Index
  • 30% MSCI Emerging Markets Free (“EMF”) Index
  • 15% JP Morgan Global Bond Index (GBI) - Emerging Market (EM) Diversified Index
  • 15% JP Morgan Emerging Market Bond Index (EMBI) Global Composite Index
  • iconExcel India Balanced Fund N/A
    iconExcel New India Leaders Fund N/A
    iconExcel India Fund Bombay Stock Exchange Sensex Index
    iconExcel China Fund Morgan Stanley Capital International China Index
    iconExcel Chindia Fund 50% Morgan Stanley Capital International China Index
    50% Morgan Stanley Capital International India Index
    iconExcel Emerging Markets Fund Morgan Stanley Capital International Emerging Markets Free Index
    iconExcel Latin America Fund Morgan Stanley Capital International Latin America 10/40 Index
    iconExcel High Income Fund 50% JP Morgan Global Bond Index (GBI) - Emerging Market (EM) Diversified Index
    50% JP Morgan Emerging Market Bond Index (EMBI) Global Composite Index
    iconExcel Money Market Fund 91 Day Canada T-Bill

    Disclaimer

    Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.