Class:
L
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Investment Objective:
The Fund seeks to maximize total return with an emphasis on capital appreciation. The Fund’s investment philosophy stresses investments in high quality companies with opportunities for growth that are not fully reflected in stock market valuations. The fund’s benchmark is the Russell 3000 Growth Index.
The Sub-Advisor:
The Renaissance Group, a Cincinnati, Ohio based firm was founded in 1978 and is owned by employees of the firm and Affiliated Managers Group, a Boston-based private holding company. Their philosophy is to invest in high quality, mid to large cap US companies that demonstrate strong earnings growth, attractive valuation and positive future earnings expectations. They currently manage approximately $4.8 billion¹ in assets.
Risk/Return Rating:
4
Fund Advisor:
Renaissance Group
Benchmark Index:
Russell 3000 Growth