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Durable Growth Fund

Summary

Summary

What is the Durable Growth Fund?

The Fund seeks to deliver long-term growth of capital by investing primarily in stocks of large-sized U.S. companies.

Fund Basics

Total Net Assets
-
Inception Date
11/05/2019
Dividend Frequency
Annually
Fund Gross Expense Ratio
0.88%
Fund Net Expense Ratio
0.70%
Number of Holdings
-

Fund Expense Ratio :

Gross 0.88%

Net 0.70%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
w/o sales charge - - - - - -
Lipper Category Avg. Large-Cap Growth Funds - - - - - -

Fund Expense Ratio :

Gross 0.88%

Net 0.70%

Fund Expense Ratio :

Gross 0.88%

Net 0.70%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
w/o sales charge - - - - - -
Lipper Category Avg. Large-Cap Growth Funds - - - - - -

Fund Expense Ratio :

Gross 0.88%

Net 0.70%

INVESTMENT TEAM

Jeffrey Rabinowitz, CFA
Jeffrey Rabinowitz, CFA

Portfolio Manager

20 Years of Industry Experience

Supported By 33 Investment Professionals with 19 Years Avg. Industry Experience

Your Representative

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Fees & Expenses

Fees & Expenses

EXPENSE RATIOas of 10/31/2019

Fund Gross Expense Ratio Fund Net Expense Ratio
0.88% 0.70%

Fund Documents

Fund Documents

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Summary Prospectus
Publish Date:11/03/2015
n/a
Statutory Prospectus
Publish Date:11/03/2015
n/a
Prospectus (XBRL)
Publish Date:11/03/2015
SAI
Publish Date:11/03/2015

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