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 12/31/2015

Total Net Assets
$2.28 B
Inception Date
06/30/2011
Dividend Frequency
Annually
Number of Holdings
83

Expense Ratioas of 01/31/2016

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 -6.45% 1.41% 15.05% - - 11.17%
Lipper Category Avg. Multi-Cap Growth Funds -7.95% -4.06% 9.76% - - -
Russell 1000® Growth Index -5.58% 1.32% 13.02% - - 11.78%
w/ sales charge -11.82% -4.43% 12.80% - - 9.74%

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 6.68% 6.68% 19.90% - - 13.06%
Lipper Category Avg. Multi-Cap Growth Funds 2.51% 2.51% 14.78% - - -
Russell 1000® Growth Index 5.67% 5.67% 16.83% - - 13.45%
w/ sales charge 0.54% 0.54% 17.56% - - 11.57%

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

28 Years of Industry Experience

Arthur K. Weise
Arthur K. Weise, CFA

Partner & Portfolio Manager

23 Years of Industry Experience

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

Fund Performance Details next tab

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