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 03/31/2015

Total Net Assets
$1.59 B
Inception Date
06/30/2011
Dividend Frequency
Annually
Number of Holdings
89

Expense Ratioas of 03/31/2015

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 4.71% 12.97% 17.26% - - 15.29%
Lipper Category Avg. Multi-Cap Growth Funds 4.24% 12.93% 15.20% - - -
Russell 1000® Growth Index 3.84% 16.09% 16.34% - - 15.82%
w/ sales charge -1.32% 6.49% 14.97% - - 13.48%

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 4.71% 12.97% 17.26% - - 15.29%
Lipper Category Avg. Multi-Cap Growth Funds 4.24% 12.93% 15.20% - - -
Russell 1000® Growth Index 3.84% 16.09% 16.34% - - 15.82%
w/ sales charge -1.32% 6.49% 14.97% - - 13.48%

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 30 Investment Professionals and 18 Years Avg. Industry Experience

RELATED CONTENT

Fund Performance Details next tab

Contact a Representative