Because the Fund is a managed portfolio investing in common stocks, the securities it owns will not match those in the index. Securities indexes assume reinvestment of all distributions and interest payments and do not take in account brokerage fees or taxes. Securities in the fund do not match those in the indexes and performance of the fund will differ. It is not possible to invest directly in an index. Each fund is ranked within a universe of funds similar in investment objective.
Past performance is no guarantee of future results.
Composition will vary over time. Beta 1.06 R Squared 0.94 Standard Deviation 36.02 Portfolio characteristics will vary over time. The fund invests all or a portion of its assets in small to midsize companies. Such investments increase the risk of greater price fluctuations. Please read the prospectus carefully before you invest or send money.