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 03/31/2016

Total Net Assets
$2.23 B
Inception Date
06/30/2011
Dividend Frequency
Annually
Number of Holdings
80

Expense Ratioas of 03/31/2016

Fund Expense Ratio :

Gross 0.99%

Net 0.85%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 06/30/2011
w/o sales charge -4.94% -1.18% 13.21% - - 10.94%
Lipper Category Avg. Multi-Cap Growth Funds - - - - - -
Russell 1000® Growth Index -0.18% 1.07% 12.47% - - 12.44%
w/ sales charge -10.39% -6.84% 11.00% - - 9.59%

Fund Expense Ratio :

Gross 0.99%

Net 0.85%

Fund Expense Ratio :

Gross 0.99%

Net 0.85%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 06/30/2011
w/o sales charge -3.91% -2.10% 14.11% - - 11.39%
Lipper Category Avg. Multi-Cap Growth Funds -2.85% -4.39% 10.30% - - -
Russell 1000® Growth Index 0.74% 2.52% 13.61% - - 12.88%
w/ sales charge -9.43% -7.72% 11.88% - - 10.01%

Fund Expense Ratio :

Gross 0.99%

Net 0.85%

Investment Team

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

Partner & Portfolio Manager

29 Years of Industry Experience

Arthur K. Weise
Arthur K. Weise, CFA

Partner & Portfolio Manager

23 Years of Industry Experience

Vernon Bice
Vernon Bice

Associate Portfolio Manager

15 Years of Industry Experience

Supported By 36 Investment Professionals and 17 Years Avg. Industry Experience

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