Calibrated Dividend Growth

Class A: LAMAX | Class F: LAMFX

CDG info

Top Quartile Performance vs. Equity Income Peers

lipper

Top Quartile Downside Protection vs. Large Blend Peers

MS

 

Data as of 09/30/2019. Source: Morningstar. Morningstar peer group average are based on all share classes within the category and include the reinvested dividends and capital gains, if any, and exclude sales charges. The Fund changed its investment strategy on 09/27/2012. Source: Lipper and Morningstar. Lipper and Morningstar peer group average are based on all share classes within the category and include the reinvested dividends and capital gains, if any, and exclude sales charges. The Fund changed its investment strategy on 09/27/2012. The Calibrated Dividend Growth Fund Class A share Lipper Equity Income Category total return rankings for the one-year, three-year, five-year , ten-year and since strategy inception periods as of 09/30/2019 were 17% (87/540), 17% (79/475), 6% (23/418), 25% (62/248) and 18% (19/108) respectively. The Calibrated Dividend Growth Fund Class A share Morningstar Large Blend Category total return rankings for the one-year, three-year, five-year , and ten-year periods as of 09/30/2019 were 12% (128/1423), 49% (569/1222), 23% (205/1086),  and 60% (474/825) respectively. Past performance is not a reliable indicator or guarantee of future results. Please note that the ranking data shown above reflects the Fund’s relative performance to other mutual funds with the Fund’s peer group and does not reflect the absolute performance of the fund.

 

 

A Note about Risk: The value of investments in equity securities will fluctuate in response to general economic conditions and to changes in the prospects of particular companies, including market, liquidity, currency, and political risks. Mid cap company stocks tend to be more volatile and may be less liquid than large cap company stocks. Mid cap companies typically experience a higher risk of failure than large cap companies. However, larger companies may be unable to respond quickly to certain market developments and may have slower rates of growth as compared to smaller successful companies. A company's dividend payments may vary over time, and there is no guarantee that a company will pay a dividend at all. These factors can adversely affect Fund performance.