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 02/27/2015

Total Net Assets
$1.54 B
Inception Date
06/30/2011
Dividend Frequency
Annually
Number of Holdings
91

Expense Ratioas of 02/28/2015

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 5.34% 9.85% 19.28% - - 15.87%
Lipper Category Avg. Multi-Cap Growth Funds 4.77% 10.67% 16.65% - - -
Russell 1000® Growth Index 5.03% 16.24% 18.05% - - 16.59%
w/ sales charge -0.72% 3.53% 16.95% - - 14.01%

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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