The Fund may not be able to dispose of particular investments, such as illiquid securities, readily at favorable times or prices or the Fund may have to sell them at a loss. The use of leverage in a Fund’s strategy, such as futures and forward commitment transactions, can magnify relatively small market movements into relatively larger losses for the Fund. Additionally, the fund will be indirectly exposed to all the risks of securities held by the ETFs.
The Fund is subject to the risks associated with investments in emerging markets, such as erratic earnings patterns, economic and political instability, changing exchange controls, limitations on repatriation of foreign capital and changes in local governmental attitudes toward private investment, possibly leading to nationalization or confiscation of investor assets.īecause exchange-traded funds (ETFs) incur their own costs, investing in them could result in a higher cost to the investor. The Fund may invest in derivatives such as options and futures the complexity and rapidly changing structure of derivatives markets may increase the possibility of market losses. The Fund is subject to risks associated with investments in mid-capitalization companies such as greater price volatility, lower trading volume, and less liquidity than the stocks of larger, more established companies. Investments in international securities are subject to certain risks of overseas investing including currency fluctuations and changes in political and economic conditions, which could result in significant market fluctuations. Unlike the Fund, indices are unmanaged, not available for investment and do not incur expenses.Īctive and frequent trading of a fund may result in higher transaction costs and increased tax liability.Ī greater percentage of the Fund’s holdings may be focused in a smaller number of securities which may place the Fund at greater risk than a more diversified fund. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses.Ĭlick here to view Index Definitions. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns.
For performance information through the most recent month end please call 800.548.4539. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Past performance is not a guarantee of future results. The performance data shown represents past performance. Read it carefully before investing or sending money.
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For this and other information, please call 800.548.4539 or visit for a free prospectus. Investors should carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. equity market.ĬME E-Mini Standard & Poor's 500 Index Future Jun 2023 The Russell 1000 Growth Index is a widely unmanaged index of market activity based on the aggregate performance of a selected portfolio of publicly trade common stocks and we have included the results of such index to give you a perspective of the historical performance of the U.S. The benchmarks are provided for illustrative purposes only, are unmanaged, reflect reinvestment of income and dividends and do not reflect the impact of advisory fees. Treasury Inflation-Linked Bond Index replaced the Russell 1000® Growth Index as the Fund’s benchmark on Mabecause the Investment Manager and Subadviser believe the new benchmark is more representative of the Fund’s current investment strategies. For time periods where the fund inception date preceded the benchmark, the benchmark data will not be shown. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses.
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