As of 03/26/2015
Average Annual Total Returns
|w/ Sales Charge|
Expense Ratio and Sales Charge As of 03/01/2015 (updated annually)
|Gross Expense Ratio4||0.91%|
|Net Expense Ratio||0.90%|
|Max Initial Sales Charge||5.75%|
As of 02/28/2015
Strategy, Benefits, Results
We employ a long-term, straightforward, disciplined approach to investing in securities of companies of any size and market capitalization. Before investing, companies must meet the following criteria:
We may also consider:
Investing in the Fund
What Are the Risks?
How Financial Advisors Help You
Speak to your financial advisor about whether this fund is appropriate for you. If you don't have a financial advisor, request a referral.