Growth Opportunities Fund

LGOVX

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Daily price w/o sales charge as of 04/07/2020

$23.05

$0.08

YTD Returns w/o sales charge as of 04/07/2020

-17.53%

Overall Morningstar Ratings

Mid-Cap Growth

as of 03/31/2020

Morningstar rated the Lord Abbett Growth Opportunities Fund class R6 share 4 stars among 567 Mid-Cap Growth Funds for the overall rating and the 3 year periods ended 3/31/2020, respectively.

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Summary

What is the Growth Opportunities Fund?

The Fund seeks to deliver long-term growth of capital by investing primarily in stocks of mid-sized U.S. companies.

Fund Basicsas of 02/28/2020

Total Net Assets: $655.78 M
Inception Date: 06/30/2015
Dividend Frequency: Annually
Fund Gross Expense Ratio: 0.85%
Fund Net Expense Ratio: 0.75%
Number of Holdings: 90

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

	YTD	1-YR	3-YR	5-YR	10-YR	Since Inception

w/o sales charge	-19.32%	-7.71%	7.32%	5.14%	9.34%	-
Lipper Category Avg. Multi-Cap Growth Funds	-15.55%	-5.20%	8.03%	6.62%	10.61%	-
Russell Midcap® Growth Index	-20.04%	-9.45%	6.53%	5.61%	10.89%	-

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

	YTD	1-YR	3-YR	5-YR	10-YR	Since Inception

w/o sales charge	-19.32%	-7.71%	7.32%	5.14%	9.34%	-
Lipper Category Avg. Multi-Cap Growth Funds	-15.55%	-5.20%	8.03%	6.62%	10.61%	-
Russell Midcap® Growth Index	-20.04%	-9.45%	6.53%	5.61%	10.89%	-

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

Returns with sales charges reflect a maximum sales charge of 5.75%.

TEN LARGEST HOLDINGS as of 02/28/2020View Portfolio

Holding	Assets
Global Payments, Inc.	3.6%
Fidelity National Information Services, Inc.	3.5%
RingCentral, Inc.	2.8%
SBA Communications Corp.	2.3%
Dollar General Corp.	2.3%
O'Reilly Automotive, Inc.	2.3%
TransDigm Group, Inc.	2.3%
Burlington Stores, Inc.	2.1%
CoStar Group, Inc.	1.9%
Splunk, Inc.	1.9%

Aggregate holdings are updated monthly, 30 days after month end. Aggregate holdings are presented to illustrate examples of the securities that the Fund has bought and the diversity of the areas in which the Fund may invest, and may not be representative of the Fund's current or future investments. The figures presented are as of the date shown and may change at any time.

Sector Allocationas of 02/28/2020View Portfolio

Sector	Weighting

Sector	Weighting
Communication Services
Real Estate
Consumer Discretionary
Consumer Staples
Energy
Financials
Health Care
Industrials
Information Technology
Materials

INVESTMENT TEAM

Jeffrey Rabinowitz, CFA

Portfolio Manager

21 Years of Industry Experience

Supported By 36 Investment Professionals with 18 Years Avg. Industry Experience

Your Representative

To contact your representative, enter your zip code and select your channel below.

Performance

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

	YTD	1-YR	3-YR	5-YR	10-YR	Since Inception

w/o sales charge	-19.32%	-7.71%	7.32%	5.14%	9.34%	-
Lipper Category Avg. Multi-Cap Growth Funds	-15.55%	-5.20%	8.03%	6.62%	10.61%	-
Russell Midcap® Growth Index	-20.04%	-9.45%	6.53%	5.61%	10.89%	-

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

	YTD	1-YR	3-YR	5-YR	10-YR	Since Inception

w/o sales charge	-19.32%	-7.71%	7.32%	5.14%	9.34%	-
Lipper Category Avg. Multi-Cap Growth Funds	-15.55%	-5.20%	8.03%	6.62%	10.61%	-
Russell Midcap® Growth Index	-20.04%	-9.45%	6.53%	5.61%	10.89%	-

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

Returns with sales charges reflect a maximum sales charge of 5.75%.

Year	Fund Returns	Russell Midcap® Growth Index

2019	37.19%	35.47%
2018	-3.08%	-4.75%
2017	23.32%	25.27%
2016	1.42%	7.33%
2015	3.15%	-0.20%
2014	6.76%	11.90%
2013	37.82%	35.74%
2012	14.42%	15.81%
2011	-9.62%	-1.65%
2010	23.83%	26.38%
2009	46.23%	-
2008	-37.98%	-
2007	21.67%	-
2006	7.83%	-
2005	4.71%	-
2004	12.21%	-

Year	Q1	Q2	Q3	Q4	Yearly Returns

2020	-19.32%	-	-	-	-17.53%
2019	19.93%	6.48%	-1.47%	9.03%	37.19%
2018	1.81%	2.58%	7.71%	-13.84%	-3.08%
2017	7.03%	5.28%	4.32%	4.90%	23.32%
2016	-2.04%	2.58%	2.75%	-1.77%	1.42%
2015	7.73%	1.03%	-7.72%	2.70%	3.15%
2014	1.32%	3.06%	-2.74%	5.11%	6.76%
2013	11.43%	2.81%	11.13%	8.25%	37.82%
2012	17.02%	-6.13%	4.31%	-0.13%	14.42%
2011	7.85%	0.12%	-24.88%	11.42%	-9.62%
2010	6.72%	-13.66%	15.46%	16.39%	23.83%
2009	-2.25%	17.74%	17.73%	7.92%	46.23%
2008	-12.62%	4.54%	-12.20%	-22.67%	-37.98%
2007	4.11%	6.89%	6.93%	2.24%	21.67%
2006	8.86%	-5.75%	-1.36%	6.53%	7.83%
2005	-2.77%	1.73%	3.71%	2.06%	4.71%
2004	-	-	-	14.50%	12.21%

NAV HISTORICAL PRICES

Date	Net Asset Value

Portfolio

Holding	Sector	Assets

Global Payments, Inc.	Information Technology	3.6%
Fidelity National Information Services, Inc.	Information Technology	3.5%
RingCentral, Inc.	Information Technology	2.8%
SBA Communications Corp.	Real Estate	2.3%
Dollar General Corp.	Consumer Discretionary	2.3%
O'Reilly Automotive, Inc.	Consumer Discretionary	2.3%
TransDigm Group, Inc.	Industrials	2.3%
Burlington Stores, Inc.	Consumer Discretionary	2.1%
CoStar Group, Inc.	Industrials	1.9%
Splunk, Inc.	Information Technology	1.9%

Holding	Sector	Assets

Global Payments, Inc.	Information Technology	3.6%
Fidelity National Information Services, Inc.	Information Technology	3.5%
RingCentral, Inc.	Information Technology	2.8%
SBA Communications Corp.	Real Estate	2.3%
Dollar General Corp.	Consumer Discretionary	2.3%
O'Reilly Automotive, Inc.	Consumer Discretionary	2.3%
TransDigm Group, Inc.	Industrials	2.3%
Burlington Stores, Inc.	Consumer Discretionary	2.1%
CoStar Group, Inc.	Industrials	1.9%
Splunk, Inc.	Information Technology	1.9%
Lam Research Corp.	Information Technology	1.8%
Harris Corp.	Industrials	1.7%
Centene Corp.	Health Care	1.7%
Vulcan Materials Co.	Materials	1.7%
FleetCor Technologies, Inc.	Information Technology	1.7%
Align Technology, Inc.	Health Care	1.7%
Zoetis, Inc.	Health Care	1.6%
ServiceNow, Inc.	Information Technology	1.5%
AMETEK, Inc.	Industrials	1.5%
IAC/InterActiveCorp.	Communication Services	1.5%
ARAMARK Holdings Corp.	Consumer Discretionary	1.5%
Advanced Micro Devices, Inc.	Information Technology	1.4%
Genpact Ltd.	Information Technology	1.4%
Analog Devices, Inc.	Information Technology	1.4%
Teleflex, Inc.	Health Care	1.4%
Church & Dwight Co., Inc.	Consumer Staples	1.3%
Brown-Forman Corp.	Consumer Staples	1.3%
Tractor Supply Co.	Consumer Discretionary	1.3%
CAE Inc	Industrials	1.2%
Hubbell, Inc.	Industrials	1.2%
Xilinx, Inc.	Information Technology	1.2%
MarketAxess Holdings, Inc.	Financials	1.2%
Charles River Laboratories International, Inc.	Health Care	1.1%
RenaissanceRe Holdings Ltd.	Financials	1.1%
MSCI, Inc.	Financials	1.1%
Dollar Tree, Inc.	Consumer Discretionary	1.1%
Chipotle Mexican Grill, Inc.	Consumer Discretionary	1.1%
Roper Industries, Inc.	Industrials	1.1%
J.B. Hunt Transport Services, Inc.	Industrials	1.1%
Fortive Corp.	Industrials	1.1%
Stanley Black & Decker, Inc.	Industrials	1.1%
Goosehead Insurance Inc	Financials	1.1%
Zendesk, Inc.	Information Technology	1.1%
Euronet Worldwide, Inc.	Information Technology	1.0%
Wix.com Ltd.	Information Technology	1.0%
Service Corp. International	Consumer Discretionary	1.0%
Twilio, Inc.	Information Technology	0.9%
Keysight Technologies, Inc.	Information Technology	0.9%
DexCom, Inc.	Health Care	0.9%
Old Dominion Freight Line, Inc.	Industrials	0.9%
Agilent Technologies, Inc.	Health Care	0.9%
Allegion plc	Industrials	0.8%
Palo Alto Networks, Inc.	Information Technology	0.8%
Vail Resorts, Inc.	Consumer Discretionary	0.8%
Ball Corp.	Materials	0.8%
SLM Corp.	Financials	0.8%
Neurocrine Biosciences, Inc.	Health Care	0.8%
BioMarin Pharmaceutical, Inc.	Health Care	0.8%
Trimble Navigation Ltd.	Information Technology	0.8%
Avery Dennison Corp.	Materials	0.8%
Carter's, Inc.	Consumer Discretionary	0.7%
First Republic Bank/San Francisco CA	Financials	0.7%
Norwegian Cruise Line Holding Ltd.	Consumer Discretionary	0.7%
Bio-Rad Laboratories, Inc.	Health Care	0.7%
Shiseido Co. Ltd.	Consumer Staples	0.7%
Seattle Genetics, Inc.	Health Care	0.7%
Guardant Health Inc	Health Care	0.7%
Insulet Corp.	Health Care	0.7%
Natera, Inc.	Health Care	0.6%
Twitter, Inc.	Communication Services	0.6%
Axis Capital Holdings Ltd.	Financials	0.6%
Healthcare Services Group	Industrials	0.6%
Square, Inc.	Information Technology	0.6%
Moody's Corp.	Financials	0.5%
Saia, Inc.	Industrials	0.5%
ABIOMED, Inc.	Health Care	0.5%
FMC Corp.	Materials	0.5%
Anaplan Inc	Information Technology	0.5%
Sarepta Therapeutics, Inc.	Health Care	0.4%
Slack Technologies Inc	Information Technology	0.4%
Cimarex Energy Co.	Energy	0.4%
Parsley Energy, Inc.	Energy	0.4%
New Relic, Inc.	Information Technology	0.4%
Amarin Corp. plc	Health Care	0.4%
10X Genomics Inc	Health Care	0.3%
Myovant Sciences Ltd	Health Care	0.2%
Lululemon Athletica, Inc.	Consumer Discretionary	0.2%
Canada Goose Holdings Inc	Consumer Discretionary	0.2%
RealReal Inc/The	Consumer Discretionary	0.1%
Edwards Lifesciences Corp.	Health Care	0.1%

SECTOR ALLOCATIONas of 02/28/2020

Sector	Weighting	Fund Change from Previous Quarter

Sector	Weighting	Fund Change from Previous Quarter
Communication Services		0.3%
Real Estate		0.3%
Consumer Discretionary		0.3%
Consumer Staples		0.0%
Energy		0.3%
Financials		0.4%
Health Care		0.1%
Industrials		1.2%
Information Technology		0.7%
Materials		0.5%

Portfolio Positioning as of 12/31/2019

We believe in focusing on mid-cap companies that exhibit the characteristics of a durable franchise, providing a compelling combination of strong growth prospects and seasoned management teams that are mispriced by the market.
The portfolio remains underweight the traditional media industry due to a lack of attractive investment opportunities and mounting secular pressures.
Within the retail industry, we have identified select retailers we believe have enduring franchises and compelling value propositions that have been less impacted by the growth of e-commerce.
The portfolio is overweight payment and processing companies. We believe that strong and durable franchises with sustainable long-term growth prospects within this industry will continue to experience robust growth, driven by secular tailwinds and an acceleration in e-commerce.
We have a reasonably balanced view of the U.S. equity market and continue to see attractive investment opportunities across most sectors. As such, the portfolio is constructed with muted overall factor exposures and diversification across sectors, driving the portfolio to derive the majority of its performance from security selection. We continue to focus on companies with strong franchises, favorable long-term growth prospects, and reasonable valuations.

PORTFOLIO DETAILS as of 02/28/2020

Total Net Assets: $655.78 M
Number of Holdings: 90
Weighted Average Market Cap.: 24.3 B
P/B Ratio: 4.9x
P/E Ratio: 29.1x

To view definitions for the above Portfolio Details, Click here.

Market Capitalization Breakdown - Morningstar separates stock portfolio holdings into five market-capitalization groups: Giant, Large, Mid, Small, and Micro. Of the 5000 largest domestic stocks in their equities database, the top 1% are categorized as Giant, the next 4% are Large, the next 15% are Mid, the next 30% are Small, and the remaining 50% are Micro. Stocks outside of the largest 5000 are also classified as Micro.

Weighted Average Market Cap - The average market capitalization of all companies held in the portfolio with each company weighted according to its percent held in the portfolio. The result is based upon a weighted average of the securities held in the fund.

P/B Ratio - A ratio that helps determine whether a stock is undervalued or overvalued. It is calculated by dividing a stock's price per share by its book value per share. The result is based upon a weighted average of the securities held in the fund.

Portfolio Turnover - This is a measure of the Fund’s trading activity which is computed by taking the lesser of purchases or sales divided by average monthly market value, excluding short-term investments. The resulting percentage represents the percentage of the portfolio’s holdings that have changed over the past year.

Contributors & Detractors as of 12/31/2019

Contributors

Holding	Contribution
Centene Corp.	0.6%
RingCentral, Inc.	0.6%
Global Payments, Inc.	0.5%
Advanced Micro Devices, Inc.	0.5%
Align Technology, Inc.	0.5%

Detractors

Holding	Contribution
Dollar Tree, Inc.	-0.3%
Twitter, Inc.	-0.2%
Goosehead Ins Inc	-0.1%
Harris Corp.	-0.1%
Church & Dwight Co., Inc.	-0.1%

% Contribution reflects the effect of the individual stock's performance on the Fund's overall performance for the period. Individual holdings and their effect on Fund performance may change significantly over time. Investors should consider the overall performance of the Fund before making a decision on whether or not to invest in the Fund.

Attribution Analysis

for

Growth Opportunities Fund			Benchmark		Variance
Sector	Avg. Weight	Base Return	Avg. Weight	Base Return	Stock Selection	Group Weight	Total

The total base return displayed for the Fund does not capture daily cash flow and trading activity and therefore is subject to reasonable variance from the Fund's actual return. Please refer to Lord Abbett Growth Opportunities Fund Performance Results for the Fund's longer-term returns. The Fund is actively managed and portfolio characteristics, such as individual holdings and sector weightings, may change significantly over time.

Please see "About Wilshire Attribution" of the performance attribution displayed above by Click here.

About Wilshire Attribution

The Wilshire Atlas Variance Analysis tool provides a methodology for explaining the difference in performance between a portfolio and its benchmark, based on the decomposition of returns. The user specifies the portfolio, index, link frequency, sector and weighting. The weighting can be shown as beginning, average or end weights and is used for display purposes only.

Average Weight (Portfolio): This is the average weight of each group in the portfolio. Alternatively, the weight at the end of the reporting period, or on average across the reporting period, may be selected.

Base Return (Portfolio): This is the weighted average holding period return for the securities in each group. This weighted average is calculated for each link period using beginning weights and then the resulting values are linked together to calculate the displayed value.

Average Weight (Benchmark): This is the average weight of each group in the benchmark. Alternatively, the weight at the end of the reporting period, or on average across the reporting period, may be selected.

Base Return (Benchmark): This is the weighted average holding period return for the benchmark securities in each group. This weighted average is calculated for each link period using beginning weights, then the resulting values are linked together to calculate the displayed value.

Stock Selection Variance: This is the success of selection decisions within each group versus the benchmark. It is calculated for each link period using the following equation: Stock Selection Variance = WP,G * (RP,G - RB,G), where WP,G = Weight of the group in the portfolio, RP,G = Return of the group in the portfolio, RB,G = Return of the group in the benchmark.

Group Weighting Variance: This is the result of weighting decisions in each group versus the benchmark. It is calculated for each link period using the following equation: Group Weighting Variance = (WP,G – WB,G) * (RB,G – RB,T), where WP,G = Weight of the group in the portfolio, WB,G = Weight of the group in the benchmark, RB,G = Return of the group in the benchmark, RB,T = Overall return of the benchmark.

Total Variance: This is the sum of group weighting and stock selection variances. This represents the amount of total variance that is explained by the selection and allocation decisions for each group.

Wilshire generated returns are calculated gross of fees based on end of day prices and do not capture intraday cash flow, price changes or trading activity, and therefore are subject to some variance from Lord Abbett returns. In addition, Wilshire and Lord Abbett may use different pricing sources and methodologies.

Not Classified securities represent those securities which have not been assigned an official GICS Direct classification. GICS Direct, a joint product of Standard & Poor’s and MSCI, provides industry classifications for more than 40,000 companies and over 45,000 securities. Not Classified securities may include, but are not limited to: Exchange-Traded Funds (ETFs), pink sheet-listed issues, pre-IPO placements, private placements, secondary issues, open-end funds, closed-end funds, and non-operating establishments.

Under certain circumstances, Lord Abbett may elect to have Wilshire map an ETF holding to the relevant characteristics represented by that ETF’s underlying index in order to reflect the exposure and performance contributed by the ETF to the overall portfolio. When this option is selected, Wilshire will remove the ETF from the Not Classified category and instead allocate the ETF’s exposures across the relevant attributes based on the composition of the ETF’s underlying index.

Source: Wilshire Attribution Software. GICS sector classification; non-GICS securities classified by Lord Abbett. Sectors may include many industries.

Dividends & Cap Gains

Upcoming Dividend Payment Dates

This section lists all anticipated income and Capital Gain distribution dates and any actual distributions are subject to adequacy of earnings and must be approved by the Board of Directors/Trustees. Please note that dates are subject to change.

Record Date	Ex-Dividend Date	Reinvest & Payable Date
12/17/2020	12/18/2020	12/18/2020

Capital Gains Distributions

For

Record Date	Reinvest & Payable Date	Long-term	Short-term *	Total	Reinvest Price
12/17/2019	12/18/2019	$1.3500	-	$1.3500	$27.59

Upcoming Capital Gain Distribution

Record Date	Ex-Dividend Date
12/17/2020	12/18/2020

Fees & Expenses

EXPENSE RATIOas of 03/31/2020

Fund Gross Expense Ratio	Fund Net Expense Ratio
0.85%	0.75%

Expense ratio details, Click here.

The net expense ratio takes into account contractual fee waivers/expense reimbursements that currently are scheduled to remain in place through 03/31/2021. For periods when fees and expenses were waived and/or reimbursed, the Fund benefited by not bearing such expenses. Without such fee waivers/reimbursements, performance would have been lower.

Fund Documents

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	Summary Prospectus Publish Date:11/03/2015
n/a	Statutory Prospectus Publish Date:11/03/2015
n/a	Prospectus (XBRL) Publish Date:11/03/2015
	SAI Publish Date:11/03/2015
	Annual Report Publish Date:11/03/2015
	Semi-Annual Report Publish Date:11/03/2015
	Fact Sheet Publish Date:11/03/2015
	Commentary Publish Date:11/03/2015

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IMPORTANT INFORMATION

A Note about Risk: The value of investments in equity securities will fluctuate in response to general economic conditions and to changes in the prospects of particular companies, including market, liquidity, currency, and political risks. Mid cap company stocks tend to be more volatile and may be less liquid than large cap company stocks. Mid cap companies typically experience a higher risk of failure than large cap companies. Investments in growth companies can be more sensitive to the company's earnings and more volatile than the stock market in general. These factors can adversely affect Fund performance.

Performance data quoted is historical. Past performance is not indicative of future results. Current performance may be higher or lower than the performance quoted. The investment return and principal value of an investment in the Fund will fluctuate so that shares, on any given day or when redeemed, may be worth more or less than their original cost. To obtain performance data current to the most recent quarter-end, go to quarter ending performance on our Website or call Lord Abbett at (888) 522-2388.

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standard & Poor’s Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The CUSIP Database, © 2011 American Bankers Association. “CUSIP” is a registered trademark of the American Bankers Association.

Class R6 - The inception date for Class R6 shares is June 30, 2015. The performance quotations for Class R6 are based on the following methods of calculation: (a) for periods prior to June 30, 2015, a restated figure is used based on the historical performance of the Fund’s portfolio since inception to reflect all charges and fees applicable to Class R6 shares; and (b) for periods after June 30, 2015, actual Class R6 performance is used, which reflects all charges and fees applicable to Class R6 shares.

Class R6 shares are only offered to certain eligible investors. For additional information, see the Fund’s current prospectus.

With Sales Charge - Returns with sales charges reflect applicable fees and expenses and include all distributions reinvested.

Without Sales Charge - Returns shown are without sales charges and have all distributions reinvested. If a sales charge had been deducted, the results would have been lower.

Returns shown at less than a year reflect aggregate total returns.

Double-Digit Returns - instances of high double-digit returns were achieved primarily during favorable market conditions and may not be sustainable over time.

The Russell Midcap® Growth Index measures the performance of those Russell Midcap companies with higher price-to-book ratios and higher forecasted growth values. The stocks are also members of the Russell 1000 Growth index.

Indexes reflect total return, unless otherwise specified, with all dividends reinvested. Indexes are unmanaged, do not reflect the deduction of fees or expenses, and are not available for direct investment.

The Overall Morningstar RatingTM is derived from a weighted average of the performance figures associated with a fund's three-, five-, and 10-year (as applicable) Morningstar RatingTM metrics. © Morningstar, Inc. All rights reserved. The information contained herein (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Morningstar proprietary ratings reflect historical risk-adjusted performance. For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar risk-adjusted return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. Load-waived ratings do not include any front-end sales charges (which are only available for certain defined contribution plans and certain mutual fund advisory programs) and should only be considered by investors who are not subject to sales loads. Not all funds with a load-waived rating may waive their front-end load. An investor should check with their advisor to determine if they are eligible to purchase the load-waived Class A share. The top 10% of the funds in an investment category receive 5 stars, 22.5% receive 4 stars, 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages). The Overall Morningstar rating is a weighted average of funds' three-, five-, and 10-year (as applicable) ratings. Past performance is no guarantee of future results. Morningstar Rating is for the Class A share only; other classes may have different performance characteristics.

Lipper Category Average - Peer group averages are based on universes of funds with the same investment objectives. The average return for the peer group is based on the returns of each individual fund within the group for the period shown. This average assumes reinvestment of dividends.

The Fund's portfolio is actively managed and portfolio characteristics, such as individual holdings and sector weightings may change significantly over time. The portfolio data is for information only. It does not constitute a recommendation or an offer for a particular security or fund, nor should it be taken as a solicitation or recommendation to buy or sell securities or other investments.

Dividends and Capital Gains: The information presented in this section is intended for general information and is not intended to be relied upon and should not be relied upon, as financial, legal or tax advice for any particular investor. We strongly recommend that you contact your financial, legal or tax advisor regarding your particular tax situation.

The information presented in this section is not written or intended to be used, and cannot be used, for the purpose of avoiding any tax liabilities or penalties.

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Summary

Summary

What is the Growth Opportunities Fund?

The Fund seeks to deliver long-term growth of capital by investing primarily in stocks of mid-sized U.S. companies.

Fund Basicsas of 02/28/2020

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

RELATED CONTENT

TEN LARGEST HOLDINGS as of 02/28/2020View Portfolio

Sector Allocationas of 02/28/2020View Portfolio

INVESTMENT TEAM

Your Representative

Performance

Performance

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

Fund Expense Ratio :

Gross 0.85%

Net 0.75%

NAV HISTORICAL PRICES

Portfolio

Portfolio

SECTOR ALLOCATIONas of 02/28/2020

Portfolio Positioning as of 12/31/2019

PORTFOLIO DETAILS as of 02/28/2020

Contributors & Detractors as of 12/31/2019

Contributors

Detractors

Attribution Analysis

Dividends & Cap Gains

Dividends & Cap Gains

Upcoming Dividend Payment Dates

Capital Gains Distributions

Upcoming Capital Gain Distribution