Average Annual Total Returns [further-information] As of 03/31/2020

Month EndAs of 03/31/2020 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 04/13/2016
Fund without Sales Charge (%) (NAV) 3.76 15.06 77.96
Fund with Sales Charge (%) (POP) 3.76 15.06 77.96
Quarter EndAs of 03/31/2020 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 04/13/2016
Fund without Sales Charge (%) (NAV) 3.76 15.06 77.96
Fund with Sales Charge (%) (POP) 3.76 15.06 77.96

After-Tax Average Annual Total Returns [further-information] As of 03/31/2020

Month EndAs of 03/31/2020 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 2.34 14.49
Fund without Sales Charge (%) (NAV) After Shares Sold 3.37 11.86
Fund with Sales Charge (%) (POP) Before Shares Sold 2.34 14.49
Fund with Sales Charge (%) (POP) After Shares Sold 3.37 11.86
Quarter EndAs of 03/31/2020 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 2.34 14.49
Fund without Sales Charge (%) (NAV) After Shares Sold 3.37 11.86
Fund with Sales Charge (%) (POP) Before Shares Sold 2.34 14.49
Fund with Sales Charge (%) (POP) After Shares Sold 3.37 11.86

Calendar Year Returns

Calendar Year Return data is not yet available for this fund.

Cumulative Total Returns [further-information] As of 03/31/2020

Month EndAs of 03/31/2020 3 Month YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 04/13/2016
Fund without Sales Charge (%) (NAV) -7.47 -7.47 3.76 52.34 77.96
Fund with Sales Charge (%) (POP) -7.47 -7.47 3.76 52.34 77.96
Quarter EndAs of 03/31/2020 3 Month YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 04/13/2016
Fund without Sales Charge (%) (NAV) -7.47 -7.47 3.76 52.34 77.96
Fund with Sales Charge (%) (POP) -7.47 -7.47 3.76 52.34 77.96

SALES CHARGE, EXPENSES & FEES As of 02/01/2020 (updated annually)

Gross Expense Ratio 2.27%
Net Expense Ratio [further-information] 0.86%
Max Initial Sales Charge 0.00%
CDSC

Volatility Measures [further-information] Updated Monthly, based on a 3-year period

Beta
Sharpe Ratio
Standard Deviation

Benchmarks

A benchmark is a comparable broad-based index that can be used to evaluate a fund's performance.

  • Russell 1000 Growth Index