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.

True Growth Investing

This Fund focuses on identifying market-leading growth companies that may transform society by developing innovative products and services.

A Flexible Approach 

The Fund maintains a large cap bias but has the flexibility to pursue investments of all sizes. This allows the relative stability of established growth companies to be combined with the growth potential of smaller companies.

 

Active Management

The team continuously monitors and adjusts the portfolio to enhance opportunity and manage risk. They practice a disciplined selling process, reducing weights when fundamentals or growth weakens.

Fund Basicsas of 01/30/2015

Total Net Assets
$1.41 B
Inception Date
06/30/2011
Dividend Frequency
Annually
Number of Holdings
94

Expense Ratioas of 01/31/2015

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 -1.58% 8.58% 19.09% - - 14.06%
Lipper Category Avg. Multi-Cap Growth Funds -1.53% 9.88% 16.26% - - -
Russell 1000® Growth Index -1.53% 14.59% 17.35% - - 14.88%
w/ sales charge -7.25% 2.36% 16.76% - - 12.18%

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 10.12% 10.12% 21.13% - - 14.94%
Lipper Category Avg. Multi-Cap Growth Funds 9.10% 9.10% 19.34% - - -
Russell 1000® Growth Index 13.05% 13.05% 20.26% - - 15.78%
w/ sales charge 3.78% 3.78% 18.76% - - 13.01%

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

21 Years of Industry Experience

Supported By 30 Investment Professionals and 17 Years Avg. Industry Experience

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