The fund is designed for tax-conscious investors who seek capital appreciation and can accept the price volatility inherent in common stock investing, especially the potentially greater price fluctuations of mid- and small-cap companies.
Click on the risk/reward spectrum below to view the funds in that category
This fund pursues the significant return potential of stocks while seeking to reduce the long-term tax burden by investing in a broad range of equities--from mid- and small-caps whose futures appear especially promising, to large companies operating in dynamic industries. In short, it invests in growing firms whose management teams, product lines, and balance sheets--among other measures--bode well for their future prospects.
Fund holdings are subject to market risk, and share prices may be more volatile than those of a fund focusing on slower-growing or cyclical companies.
* Annually we evaluate the standard deviation of each US mutual fund listed and its resulting placement within specific risk/return categories.
Methodology: If a fund is at least 5 year old, it is generally placed in risk/return categories based on the standard deviation of its performance for the longest period of its calendar year returns;
the longest time period used for analysis is 10 years (regardless of the fund's inception). If a fund is less than 5 years old, we generally use the fund's primary benchmark disclosed in its prospectus as a proxy and follow the same process of using 10-year standard deviation of the benchmark,
or longest time period available. The firm at its sole discretion may show a fund in a higher risk category based on qualitative or other factors that may differ from this methodology.
See Glossary for additional details on all data elements.
The mutual funds referred to in this website are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. Download a prospectus.