As of 03/27/2015
Average Annual Total Returns
|w/ Sales Charge|
Expense Ratio and Sales Charge As of 09/01/2014 (updated annually)
|Gross Expense Ratio4||0.96%|
|Net Expense Ratio||0.96%|
|Max Initial Sales Charge||5.75%|
As of 02/28/2015
Strategy, Benefits, Results
We use fundamental bottom-up research to find small- to mid-sized growth companies that are leaders or emerging leaders in their industry and that meet our criteria of:
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.