Be sure to read the prospectus carefully before investing or sending money. The Fund invests in smaller company stocks, which generally present greater risks than larger, more established companies. Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Morningstar proprietary ratings reflect historical risk-adjusted performance and are subject to change every month.
Ratings reflect the effect of sales charges.
2 Calendar year returns measure net investment income and capital gain or loss from portfolio investments for each period specified, assuming reinvestment of income and capital gain distributions. Returns do not include sales or redemption charges. Had these charges been included, returns would have been lower. 3 Average annual total return measures net investment income and capital gain or loss from portfolio investments as an annualized average, assuming reinvestment of income and capital gain distributions. Class I shares are also available for institutional investors.