Portfolio A diversified portfolio of equity securities of small-capitalization companies that the fund's investment adviser believes are undervalued. See performance section for additional information regarding sales charges. Results are hypothetical. Other share classes will vary. Past performance is no guarantee of future results.
Past performance is no guarantee of future results.
Investment return and principal value will fluctuate, and fund shares, when redeemed, may be worth more or less than their original cost. Figures shown above assume reinvestment of all dividends and capital gains. For shareholders in taxable funds, income dividends are taxed at the shareholder's ordinary income tax rate. Short-term capital gain dividends represent the net gain recognized on securities held in the fund's portfolio for one year or less before being sold. These dividends are taxed at the shareholder's ordinary income-tax rate.