Summary of Returns
||Multi-Factor All Cap
||Russell 3000 Index
Past performance is no guarantee of future results. To view public offering price and other performance/price information please click here. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than that shown here. Return periods greater than one year reflect annualized performance.
A contingent deferred sales charge of 1.00% is charged if redeem Class C Shares within 12 months of the date of purchase.
Investments in value companies can continue to be undervalued for long periods of time and be more volatile than the stock market in general. Investments in growth companies can be more sensitive to the company’s earnings and more volatile than the stock market in general. To the extent that the Fund focuses its investments in the securities of a particular issuer or companies in a particular country, group of countries, region, market, industry, group of industries, sector or asset class, the Fund’s exposure to various risks may be heightened. Investments in mid-capitalization companies may be more vulnerable to adverse business or economic events than larger, more established companies. Investments in small-capitalization companies may be more vulnerable to adverse business or economic events than larger, more established companies.
For Benchmark information click here