Investing Abroad? Think Sector Before Country | Charles Schwab

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Investing Abroad? Think Sector Before Country

October 19, 2015

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Important Disclosures

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets.

Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly.

All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.

The MSCI World Index is a free float-adjusted market-capitalization-weighted index that is designed to measure the equity market performance of developed markets. As of August 2015, the MSCI countries include Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the U.K. and the U.S.

The MSCI USA Index is designed to measure the performance of the large- and mid-cap segments of the U.S. market. With 630 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in the U.S.

The Bloomberg State Index of New York is a capitalization-weighted index consisting of equities domiciled in New York.

The Bloomberg State Index of Texas is a capitalization-weighted index consisting of equities domiciled in Texas.

The MSCI Japan Index is designed to measure the performance of the large- and mid-cap segments of the Japanese markets. With 314 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in Japan.

The MSCI Japan Consumer Staples Index is designed to capture the large- and mid-cap segments of the Japanese markets. All securities in the index are classified in the consumer staples sector as per the Global Industry Classification Standard (GICS®).

The MSCI World Consumer Staples Index is designed to capture the large- and mid-cap segments across 23 developed-market (DM) countries. All securities in the index are classified in the consumer staples sector as per the Global Industry Classification Standard (GICS®).

The MSCI Europe Index captures large- and mid-cap representation across 15 developed-market countries in Europe. With 443 constituents, the index covers approximately 85% of the free float-adjusted market capitalization across the European developed-markets equity universe.

The MSCI Europe Information Technology Index is designed to capture the large- and mid-cap segments of the European markets. All securities in the index are classified in the information technology sector as per the Global Industry Classification Standard (GICS®).

The MSCI Europe Health Care Index is designed to capture the large- and mid-cap segments of the European markets. All securities in the index are classified in the health care sector as per the Global Industry Classification Standard (GICS®).

The MSCI Europe Financials Index is designed to capture the large- and mid-cap segments of the European markets. All securities in the index are classified in the financials sector as per the Global Industry Classification Standard (GICS®).

The MSCI Norway Index is designed to measure the performance of the large- and mid-cap segments of the Norwegian markets. With nine constituents, the index covers approximately 85% of the free float-adjusted market capitalization in Norway.

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