What is the Growth Leaders Fund ?

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

PROVEN INVESTMENT TEAM

Leverages a long history of growth investing and pursues a collaborative approach to identify fundamentally sound growth companies.

DYNAMIC, HIGH GROWTH 

Rotates across areas of growth based on the market and maintains a disciplined process of technical analysis to manage risk and opportunity.

STRONG TRACK RECORD

Has offered a strong track record of generating competitive, above-average returns versus its peers in the Morningstar Large Growth Category.

Fund Basicsas of 07/31/2015

Total Net Assets
$1.83 B
Inception Date
06/30/2011
Dividend Frequency
Annually
Number of Holdings
76

Expense Ratioas of 07/31/2015

Fund Expense Ratio :

Gross 1.02%

Net 0.85%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 06/30/2011
w/o sales charge 10.23% 17.80% 22.02% - - 15.41%
Lipper Category Avg. Multi-Cap Growth Funds 7.47% 14.61% 18.64% - - -
Russell 1000® Growth Index 7.49% 16.08% 18.78% - - 15.42%
w/ sales charge 3.88% 11.01% 19.63% - - 13.74%

Fund Expense Ratio :

Gross 1.02%

Net 0.85%

Fund Expense Ratio :

Gross 1.02%

Net 0.85%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 06/30/2011
w/o sales charge 5.97% 10.36% 20.12% - - 14.63%
Lipper Category Avg. Multi-Cap Growth Funds 4.70% 9.41% 17.70% - - -
Russell 1000® Growth Index 3.96% 10.56% 17.99% - - 14.81%
w/ sales charge -0.13% 4.02% 17.78% - - 12.94%

Fund Expense Ratio :

Gross 1.02%

Net 0.85%

Investment Team

F. Thomas O'Halloran
F. Thomas O'Halloran, J.D., CFA

Partner & Portfolio Manager

27 Years of Industry Experience

Arthur K. Weise
Arthur K. Weise, CFA

Partner & Portfolio Manager

22 Years of Industry Experience

Supported By 32 Investment Professionals and 18 Years Avg. Industry Experience

Fund Performance Details next tab

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